David Wallis-Powell Email & Phone Number
Managing Director @ Scottsdale Overseas
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David Wallis-Powell Location
- Murcia, MC, ES
David Wallis-Powell Work
- 2011 -now Managing Director @
- 2008 -2011 International Financial Planner @
- 2005 -2008 Appointed Representative @ Offshore Money Managers CDS SL
- 1999 -2003 Senior Independent Financial Adviser @
- 1997 -1999 Financial Adviser @
David Wallis-Powell Education
- Leeds Metropolitan University
Batchelor of Science (Business & Applied Chemistry)
1992-1996 - Hugh Baird University Centre
(A levels)
1990-1992 - Formby Range High
(GCSE's)
1985-1990
David Wallis-Powell Skills
- Pensions
- Financial Planning
- Inheritance Tax Planning
- Financial Advice
- Investments
- Retirement Planning
- Income Protection
- Trusts
- Protection
- Retirement
- Strategic Financial Planning
- Financial Advisory
- Alternative Investments
- Private Equity
- Wealth Accumulation
- Wealth Management
- Financial Services
- Investment Advisory
- Investment Strategies
- Wealth Management Services
- Financial Planners
- Savings
- Asset Allocation
- High Net Worth Individuals
- Investment Management
- Estate Planning
- Critical Illness
- Funding
- Wealth
- Mutual Funds
- Leadership
- Microsoft Word
- Management
- Research
David Wallis-Powell Summary
- David Wallis-Powell, based in Murcia, MC, ES, is currently a Managing Director at Scottsdale Overseas. David Wallis-Powell brings experience from previous roles at Blacktower Financial Management, Offshore Money Managers CDS SL, Skipton Financial Services and Halifax. David Wallis-Powell holds a 1992 - 1996 Batchelor of Science in Business & Applied Chemistry @ Leeds Metropolitan University. With a robust skill set that includes Pensions, Financial Planning, Inheritance Tax Planning, Financial Advice, Investments and more. David Wallis-Powell has 2 emails and 1 mobile phone numbers on RocketReach.
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