Gareth Pfs Location
- Haslemere, GB
Gareth Pfs Work
- 2020 - now Founding Partner @ Blackdown Wealth Management LLP
- 2018 - 2020 Partner @ Cornerstone Wealth Management LLP
- 2014 - 2018 Senior Partnership Development Manager @
- 2012 - 2014 Regional Manager Financial Planning @ Banco Santander
- 2013 - 2013 Division Manager Bancassurance - Interim @ Banco Santander
- 2011 - 2012 Financial Planning Sales Manager @
- 2007 - 2011 Area Sales Manager - Financial Planning @
Gareth Pfs Education
- CII
CII DIP PFS (Financial Planning and Services)
2004 - 2012 - Farnborough College of Technology
Business Administration (Business Administration)
1998 - 2001
Gareth Pfs Skills
- Sales Management
- Financial Regulation
- Control and Governance of a Regulated Sales team
- Performance Management
- Coaching
- Strategic Financial Planning
- Financial Advisory
- Sales
- Relationship Management
- Risk Management
- Wealth Management
- Commercial Banking
- Leadership Development
- Financial Risk
- Wealth Management Services
- Investments
- Investment Advisory
- Management
- Pensions
- Mortgage Lending
- Cross Selling
- Retail Banking
- Retirement Planning
- Income Protection
- Leadership
- Banking
- Financial Services
- Portfolio Management
- Wealth
- Private Banking
- Credit
- Bancassurance
- Protection
- Savings
- Finance
- Inheritance Tax Planning
- Residential Mortgages
- Credit Risk
- Operational Risk
- Funding
- High Net Worth Individuals
- Financial Planning
- Insurance
- Strategic Planning
- Customer Service
- Financial Analysis
- Project Management
Gareth Pfs Summary
- Gareth Pfs, based in Haslemere, GB, is currently a Founding Partner at Blackdown Wealth Management LLP. Gareth Pfs brings experience from previous roles at Cornerstone Wealth Management LLP, St. James’s Place Wealth Management and Banco Santander. Gareth Pfs holds a 2004 - 2012 CII DIP PFS in Financial Planning and Services @ CII. With a robust skill set that includes Sales Management, Financial Regulation, Control and Governance of a Regulated Sales team, Performance Management, Coaching and more. Gareth Pfs has 1 emails and 1 mobile phone numbers on RocketReach.
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