David Reece Email
Client Relationship Manager @ Rosebridge - PFS firm of the year Finalist 2020/21 and 21/22
David Reece Location
Ramsbottom, GB
David Reece Work
- 2021 - now Client Relationship Manager @ Rosebridge - PFS firm of the year Finalist 2020/21 and 21/22
- 2014 - 2021 Senior Paraplanner @ Cameron Chase Ltd
- 2006 - 2014 Paraplanner @ Independent Financial Advisor Limited
- 2002 - 2006 Senior Administrator @ BDO Stoy Hayward
- 2001 - 2002 Trainee Administrator @ Munro Greenhalgh (Life & Pensions)
David Reece Education
- Holy Cross College
Advanced GVNQ Business Studies (Business Studies)
1998 - 2000 - woodhey high school1993 - 1998
David Reece Skills
- Personal Financial Planning
- paraplanning
- Individual Pension Plans
- Life Insurance
- Holistic Financial Planning
- IT Hardware Support
- avelo software
- Advanced Financial Planning Certificate
- Taxation and Trusts
- Retirement Planning
David Reece Summary
David Reece, based in Ramsbottom, GB, is currently a Client Relationship Manager at Rosebridge - PFS firm of the year Finalist 2020/21 and 21/22. David Reece brings experience from previous roles at Cameron Chase Ltd, Independent Financial Advisor Limited, BDO Stoy Hayward and Munro Greenhalgh (Life & Pensions). David Reece holds a 1998 - 2000 Advanced GVNQ Business Studies in Business Studies @ Holy Cross College. With a robust skill set that includes Personal Financial Planning, paraplanning, Individual Pension Plans, Life Insurance, Holistic Financial Planning and more. David Reece has 2 emails on RocketReach.
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Top Rosebridge - PFS firm of the year Finalist 2020/21 and 21/22 Employees
-
Richard Taylor
Chartered Financial Planner at Rosebridge - PFS firm of the year Finalist 2020/21 and 21/22
Leeds, Leeds, United Kingdom2 -
Adam Cooper
Financial Planner at Rosebridge - PFS firm of the year Finalist 2020/21 and 21/22
Connah's Quay, Wales, GB2 -
2
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Stacey Batley
Office Manager at Rosebridge - PFS firm of the year Finalist 2020/21 and 21/22
Leeds, Leeds, United Kingdom1
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