David Griffiths Email & Phone Number
Estate Planner and Private Medical Cover Specialist
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David Griffiths Location
- Abergavenny, GB
David Griffiths Work
- Estate Planner and Private Medical Cover Specialist @ Professional Wills & Estate Planning Services (January 2026 - Present)
- Estate Planner @ (July 2020 - Present)
- Client Relationship Manager @ (September 2021 - March 2022)
- Franchise Director @ (July 2016 - June 2020)
- Regional Sales Consultant @ (August 2012 - June 2016)
- Senior Sales Consultant @ (May 2011 - August 2012)
- Regional Account Manager @ (June 2008 - May 2011)
- Senior IFA Consultant @ (March 2000 - June 2008)
- Senior IFA Account Manager @ Friends Provident Bristol (July 1998 - January 2008)
- Consultant @ IFA/Agency (January 1992 - January 1995)
- Appointed Rep Consultant @ Friends (January 1991 - January 1992)
- Society Consultant @ (January 1988 - January 1989)
- Life Inspector @ Royal Insurance (Now part of RSA) (January 1985 - January 1988)
- Sales Clerk, Stockbroker Administrator @ (March 1985 - September 1985)
David Griffiths Education
- University of South Wales
HND (Business Studies)
1982-1985 - Cardiff High School
(Economics, English, History)
1980-1982 - Clifton College
(O Levels)
1977-1980 - English Cardiff High School
A Levels (Economics)
- HND - Business Studies University of Glamorgan
David Griffiths Skills
- Income Protection
- Pensions
- Protection
- Strategic Financial Planning
- Financial Services
- Management
- Training
- Insurance
- Wealth Management
- Inheritance Tax Planning
- Wealth
- Business Planning
- New Business Development
- Relationship Management
- Financial Advisory
- Strategy
- Investments
- Life Insurance
- Financial Planning
- Retirement Planning
- Critical Illness
- Sales
- Business Strategy
- Business Development
- Marketing
- Leadership
- Project Management
- Microsoft Office
- Customer Service
David Griffiths Summary
- David Griffiths, based in Abergavenny, GB, is currently a Estate Planner and Private Medical Cover Specialist at Professional Wills & Estate Planning Services. David Griffiths brings experience from previous roles at KINGSMAN ASSOCIATES LIMITED, Legal & General Investment Management (LGIM) and Vitality UK. David Griffiths holds a 1982 - 1985 HND in Business Studies @ University of South Wales. With a robust skill set that includes Income Protection, Pensions, Protection, Strategic Financial Planning, Financial Services and more. David Griffiths has 4 emails and 2 mobile phone numbers on RocketReach.
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