Christopher Green Email & Phone Number
Director, Head of Financial Planning @ City Asset Management
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Christopher Green Location
- London, GB
Christopher Green Work
- 2011 -now Director, Head of Financial Planning @
- 2009 -2010 Senior Financial Adviser @ Optimal Wealth Management (Fisher Family Office)
- 2008 -2009 Financial Services Consultant @
- 2007 -2007 Corporate Financial Consultant @ HSBC Actuaries & Consultants Ltd
- 2003 -2006 Senior Financial Adviser @ Origen
- 2001 -2003 Financial Adviser @
- 1998 -2001 Financial Adviser @ Morley & Scott
- 1988 -1998 Senior Account Manager @ NPI
Christopher Green Education
- North Stafford Polytechnic
(Computer Science)
1984-1985 - South East Derbyshire College
('A' levels)
1981-1984 - United World College of South East Asia 1976-1981
- Chartered Inurance Institute
- Institute of Financial Planning
CERTIFIED FINANCIAL PLANNER
2012
Christopher Green Skills
- Financial Planning
- Protection
- Investment Advisory
- Pensions
- Inheritance Tax Planning
- Wealth Management
- Investments
- Estate Planning
- Employee Benefits
- Retirement Planning
- Retirement
- Financial Advice
- Income Protection
- Portfolio Management
- Wealth
- Critical Illness
- Savings
- Financial Advisory
- Annuities
- Investment Strategies
- Retirement Income Strategies
- High Net Worth Individuals
- Small Business
- Financial Analysis
- Term Life Insurance
- Strategic Financial Planning
- Financial Risk
- Fixed Annuities
- Tax
- Microsoft Excel
- Project Planning
- Strategic Planning
- Strategy
- Business Strategy
- Microsoft Office
- Training
- Change Management
- Management
Christopher Green Summary
- Christopher Green, based in London, GB, is currently a Director, Head of Financial Planning at City Asset Management. Christopher Green brings experience from previous roles at Optimal Wealth Management (Fisher Family Office), Tenon, HSBC Actuaries & Consultants Ltd and Origen. Christopher Green holds a 1984 - 1985 North Stafford Polytechnic. With a robust skill set that includes Financial Planning, Protection, Investment Advisory, Pensions, Inheritance Tax Planning and more. Christopher Green has 1 emails on RocketReach.
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