Gareth Davies Email & Phone Number
Group Director @ IIMG Ltd
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Gareth Davies Location
- Neston, GB
Gareth Davies Work
- Group Director @ (January 2013 - Present)
- Area Manager Mauritius and Mozambique @ International Financial Advisory Business (January 2012 - November 2012)
- Area Manager - Mozambique @ International Financial Advisory Business (October 2009 - January 2012)
- Wealth Consultant @ International Financial Advisory Business (February 2009 - October 2009)
- Senior Mortgage Broker @ Whittam & Co Ltd (February 2006 - February 2009)
- Senior Mortgage Underwriter @ The Mortgage Partnership (May 2003 - February 2006)
Gareth Davies Education
- CISI
Chartered Institute for Securities and Investment (Financial Advice)
2010-2011 - CeMAP
Certificate of Mortgage Advice & Practice (Mortgage Advisory Qualification)
2006-2006 - University of Derby
Business Management (Business Administration and Management, General)
1998-2001 - Neston County High School 1994-1998
Gareth Davies Skills
- QROPS
- Offshore Investments
- Strategic Financial Planning
- Pensions
- Investments
- Asset Managment
- Mortgage Brokers
- Mortgage Underwriting
- QNUPS
- SIPP
- Life Insurance
- Succession Planning
- Tax Efficiency
- Individual Pension Plans
- Pension Schemes
- College Education Planning
- Retirement Planning
- Inheritance Tax Planning
- Wealth
- Investment Strategies
- Wealth Management
- Portfolio Management
- Financial Services
- Protection
- Wealth Management Services
- Investment Advisory
- Financial Advisory
- Income Protection
- High Net Worth Individuals
- Savings
- Funding
- Financial Risk
- Asset Management
- Microsoft Excel
- Customer Service
- Pension Funds
- Underwriting
- Real Estate
- Financial Analysis
Gareth Davies Summary
- Gareth Davies, based in Neston, GB, is currently a Group Director at IIMG Ltd. Gareth Davies brings experience from previous roles at International Financial Advisory Business and Whittam & Co Ltd. Gareth Davies holds a 2010 - 2011 Chartered Institute for Securities and Investment in Financial Advice @ CISI. With a robust skill set that includes QROPS, Offshore Investments, Strategic Financial Planning, Pensions, Investments and more. Gareth Davies has 1 emails and 1 mobile phone numbers on RocketReach.
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