Colum Wilde Email & Phone Number
Founder and CEO @ Clever Adviser Technology Ltd.
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Colum Wilde Location
- England, United Kingdom
Colum Wilde Work
- 2009 - now Founder and CEO @
- 2009 - now Chief Executive Officer @ Clever Adviser Technology Ltd
- 2002 - 2019 Wealth Management Consultant @
- 2001 - 2001 Investment Director @ Whitehead Group
- 1991 - 2000 Managing Director @ St Peter's Square Investments Ltd
- 1989 - 1990 Investment Manager @ Dickinson Financial Services
- 1987 - 1989 Senior Consultant @ Save & Invest
Colum Wilde Education
- St Ambrose College Grammar School, Hale Barns, Cheshire 1967 - 1976
Colum Wilde Skills
- Estate & Inheritance Tax Planning
- Portfolio Construction & Monitoring
- Seminar Presenting
- Marketing Strategy
- Asset Allocation
- Estate Planning
- Financial Advisory
- Investments
- Mutual Funds
- Plannning
- Retirement
- Finance
- Asset Management
- Competitive Analysis
- Financial Services
- Pensions
- Inheritance Tax Planning
- Critical Illness
- Wealth Management
- High Net Worth Individuals
- Management
- Retirement Planning
- Income Protection
- Portfolio Management
- Investment Strategies
- Investment Advisory
- Financial Planning
- Estate and Inheritance Tax Planning
- Portfolio Construction and Monitoring
Colum Wilde Summary
- Colum Wilde, based in England, United Kingdom, is currently a Founder and CEO at Clever Adviser Technology Ltd.. Colum Wilde brings experience from previous roles at Clever Adviser Technology Ltd, Helm Godfrey, Whitehead Group and St Peter's Square Investments Ltd. Colum Wilde holds a 1967 - 1976 St Ambrose College Grammar School, Hale Barns, Cheshire. With a robust skill set that includes Estate & Inheritance Tax Planning, Portfolio Construction & Monitoring, Seminar Presenting, Marketing Strategy, Asset Allocation and more. Colum Wilde has 1 emails and 1 mobile phone numbers on RocketReach.
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