Bryan Parkinson Email & Phone Number
Head of Adviser and Client Support @ Quilter Financial Planning
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Bryan Parkinson Location
- Surbiton, GB
Bryan Parkinson Work
- Head of Adviser and Client Support @ (February 2025 - Present)
- Managing Director - Head of Wealth Planning @ (February 2024 - December 2024)
- Managing Director, Financial Planning @ (November 2020 - March 2023)
- Managing Director Wealth @ Gallagher Benefit Services, UK (March 2019 - November 2020)
- Managing Director Intermediary and International Distribution @ (August 2018 - February 2019)
- Regional Director @ (December 2016 - February 2019)
- Head of Private Clients @ (January 2013 - November 2016)
- Director of UK and International Intermediary Sales @ (January 2011 - January 2013)
- Managing Director @ Towergate Financial (January 2008 - January 2010)
- Chief Executive Standard Life Client Management @ (January 2004 - January 2008)
- National Sales Manager @ (January 2001 - January 2004)
- Branch Manager, Sales Manager @ (January 1996 - January 2001)
Bryan Parkinson Education
- University of Essex
BA (Hons) (History)
1982-1985 - Chartered Institute of Insurers
Advanced Financial Planning Certificate
Bryan Parkinson Skills
- Coaching
- Strategy
- Leadership
- Marketing
- Pensions
- Wealth Management
- Investments
- Financial Services
- Wealth
- Strategic Financial Planning
- Retirement
- Protection
- Retirement Planning
- Asset Managment
- Financial Advisory
- Investment Advisory
- Sales Management
- Management
- Insurance
- Banking
- New Business Development
- Wealth Management Services
- Portfolio Management
- Finance
- Team Leadership
- Relationship Management
- Investment Strategies
- Team Management
- Inheritance Tax Planning
- Income Protection
- Investment Management
- High Net Worth Individuals
- Asset Allocation
- Alternative Investments
- Asset Management
- Financial Planning
- Financial Risk
- Stakeholder Management
- Risk Management
- Change Management
- CRM
- Business Strategy
- Sales
- Equities
- Mutual Funds
- Private Banking
- Intermediary
- Customer Service
- Customer Relationship Management Crm
- Business Relationship Management
- Project Management
- Research
- Business Development
- Customer Relationship Management
Bryan Parkinson Summary
- Bryan Parkinson, based in Surbiton, GB, is currently a Head of Adviser and Client Support at Quilter Financial Planning. Bryan Parkinson brings experience from previous roles at Kingswood Group, Punter Southall Aspire, Gallagher Benefit Services, UK and Rowan Dartington. Bryan Parkinson holds a 1982 - 1985 BA (Hons) in History @ University of Essex. With a robust skill set that includes Coaching, Strategy, Leadership, Marketing, Pensions and more. Bryan Parkinson has 2 emails and 1 mobile phone numbers on RocketReach.
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