Gavin Casey Email & Phone Number
Independent Financial Advisor @ BASTION FINANCIAL PLANNING LIMITED
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Gavin Casey Location
- London, GB
Gavin Casey Work
- Independent Financial Advisor @ (October 2024 - Present)
- Company Director @ (May 2016 - August 2024)
- Distribution Director @ (July 1999 - May 2016)
- Sales Consultant @ Scottish Amicable (September 1994 - July 1999)
- Sales Consultant @ NPI (July 1992 - September 1994)
Gavin Casey Education
- Chartered Insurance Institute
Certificate in Mortgage Advice (Diploma in Regulated Financial Planning)
2026 - Chartered Insurance Institute
Diploma in Financial Planning (Certificate in Mortgage Advice)
2023 - Chartered Insurance Institute
(Diploma in Financial Planning)
2009 - Chartered Insurance Institute
(Financial Planing Certificate)
1995 - Chartered Insurance Institute
(Regulatory Certificate)
1994 - City of London Polytechnic
BA Hons (BA Hons, Accounting and Finance)
1989-1992 - Chartered Insurance Institute
Certificate in Equity Release (Certificate in Equity Release)
2024
Gavin Casey Skills
- Financial Services
- Retirement Planning
- Strategy
- Relationship Management
- Real Estate Transactions
- Property Search
- Investments
- Management
- Pensions
- Retirement
- Wealth Management
- Fixed Annuities
- Strategic Financial Planning
- Variable Annuities
- Banking
- Portfolio Management
- Investment Strategies
- Pension Funds
- Leadership
- Public Speaking
- Business Analysis
- Marketing
- Business Strategy
Gavin Casey Summary
- Gavin Casey, based in London, GB, is currently a Independent Financial Advisor at BASTION FINANCIAL PLANNING LIMITED. Gavin Casey brings experience from previous roles at Index Property Information, Aegon UK, Scottish Amicable and NPI. Gavin Casey holds a Certificate in Mortgage Advice in Diploma in Regulated Financial Planning @ Chartered Insurance Institute. With a robust skill set that includes Financial Services, Retirement Planning, Strategy, Relationship Management, Real Estate Transactions and more. Gavin Casey has 2 emails and 1 mobile phone numbers on RocketReach.
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