David Bethell Email & Phone Number
Financial Planning Consultant @ City Asset Management
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David Bethell Location
- London, GB
David Bethell Work
- 2010 - now Financial Planning Consultant @
- 2010 - now Financial Planning Consultant @ City Asset Management plc
- 2008 - 2010 Pensions Account Manager @ Hornbuckle Mitchell
- 2006 - 2008 Associate Professional @
- 2004 - 2006 Office Manager @ Hydrapower Systems and Distribution Limited
- 2003 - 2004 Associate Profesional @ GE Pensions
- 2002 - 2002 SSAS Customer Service Associate @ National Mutual
David Bethell Education
- University of Hertfordshire
BA (Hons) Business Studies, Business Studies (Business Studies)
2003 - Chartered Insurance Institute
Financial Planning and Services
- Hitchin Boys School
(Financial Planning and Services)
David Bethell Skills
- Portfolio Management
- Retirement Planning
- Pensions
- Wealth Management
- Retirement
- Investments
- Equities
- Financial Advisory
- Financial Risk
- Financial Services
- Financial Planning
- Inheritance Tax Planning
- Finance
- Estate Planning
- Asset Management
- Pension Funds
- Strategic Planning
- Microsoft Word
- Project Management
- Financial Analysis
- Account Management
- Public Speaking
- Savings
David Bethell Summary
- David Bethell, based in London, GB, is currently a Financial Planning Consultant at City Asset Management. David Bethell brings experience from previous roles at City Asset Management plc, Hornbuckle Mitchell, LV= and Hydrapower Systems and Distribution Limited. David Bethell holds a BA (Hons) Business Studies, Business Studies in Business Studies @ University of Hertfordshire. With a robust skill set that includes Portfolio Management, Retirement Planning, Pensions, Wealth Management, Retirement and more. David Bethell has 1 emails and 1 mobile phone numbers on RocketReach.
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