Gareth Rose Email
Chartered Financial Planner @ Stratagem Wealth
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Gareth Rose Location
- Poynton, GB
Gareth Rose Work
- 2021 -now Chartered Financial Planner @
- 2016 -2021 Chartered Financial Planner @
- 2014 -2016 Chartered Financial Planner @ Rowanmoor Group plc
- 2011 -2014 Chartered Financial Planner @
- 2010 -2011 Chartered Financial Planner @
- 2005 -2010 Chartered Financial Planner @
Gareth Rose Education
- Bolton Sixth Form College 1998-2000
- Little Lever High School 1993-1998
- Chartered Financial Planner
Gareth Rose Skills
- Pensions
- Inheritance Tax Planning
- Retirement Planning
- Financial Advisory
- Tax
- Financial Planning
- Investments
- Wealth Management
- Income Protection
- Critical Illness
- Individual Pension Plans
- Term Life Insurance
- Tax Advisory
- Strategic Financial Planning
- Investment Management
- High Net Worth Individuals
- Financial Services
- Personal Finance
- Investment Advisory
- Wealth
- Retirement
- Financial Reporting
- Banking
- Management
- Microsoft Word
- Project Planning
- Accounting
Gareth Rose Summary
- Gareth Rose, based in Poynton, GB, is currently a Chartered Financial Planner at Stratagem Financial Planning. Gareth Rose brings experience from previous roles at Sedulo, Rowanmoor Group plc, Moore and Smalley LLP and Gresham Wealth Management Ltd. Gareth Rose holds a 1998 - 2000 Bolton Sixth Form College. With a robust skill set that includes Pensions, Inheritance Tax Planning, Retirement Planning, Financial Advisory, Tax and more. Gareth Rose has 1 emails on RocketReach.
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