David Penny Email & Phone Number
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David Penny Location
- Taunton, GB
David Penny Work
- 2022 -now Chairman @
- 2006 -2022 Managing Director @
- 2006 -2022 Director @ Amber Translations
- 2005 -2006 Area Manager @
- 2000 -2005 Regional Manager, South West @
David Penny Education
- University of Reading
BA(Hons) (President of the Politics Society Treasurer of the University Cricket Club)
1984-1989 - Taunton School 1974-1985
David Penny Skills
- Critical Illness
- Strategic Financial Planning
- Equity Release
- Investments
- Estate Planning
- Retirement Planning
- Protection
- Retirement
- Mortgage Lending
- Inheritance Tax Planning
- Wealth Management
- Investment Strategies
- Savings
- Investment Advisory
- Income Protection
- Fixed Annuities
- Financial Advisory
- Financial Analysis
- Term Life Insurance
- Financial Planners
- Financial Services
- Wealth
- Pensions
- Business Planning
- Wealth Management Services
- Asset Allocation
- High Net Worth Individuals
- Residential Mortgages
- Asset Management
- Portfolio Management
- Finance
- Commercial Mortgages
- Personal Finance
- Mutual Funds
- Private Banking
- Mortgage Marketing
- Life Insurance
- Personal Financial Planning
- Trusts
- Relationship Management
- Insurance
- Employee Benefits
- Small Business
- Financial Risk
- SIPP
- Retail Banking
- Management
- General Insurance
- Training
- Brokers
- Microsoft Office
- Strategic Planning
- Sales
- Sales Management
- Microsoft Excel
David Penny Summary
- David Penny, based in Taunton, GB, is currently a Chairman at Invest Southwest. David Penny brings experience from previous roles at Invest Southwest, Amber Translations, Halifax and Birmingham Midshires. David Penny holds a 1984 - 1989 BA(Hons) in President of the Politics Society Treasurer of the University Cricket Club @ University of Reading. With a robust skill set that includes Critical Illness, Strategic Financial Planning, Equity Release, Investments, Estate Planning and more. David Penny has 1 emails and 1 mobile phone numbers on RocketReach.
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