Greg Holden Email & Phone Number
Independent Financial Adviser (IFA) @ Temple Wealth Management Ltd, Chartered Financial Planners
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Greg Holden Location
- Godalming, GB
Greg Holden Work
- 2018 -now Independent Financial Adviser (IFA) @
- 2015 -2018 Independent Financial Adviser @
- 2014 -2015 Studying for Private Client Investment Advice Diploma @
- 2012 -2013 Asset Management Consultant, Relationship Management Team @ Intrinsic Financial Services
- 2009 -2012 Self Employed Futures Trader and Stay at home father @ Self Employed
- 2003 -2009 Head of Third Party Sales @
Greg Holden Education
- Chartered Institute for Securities & Investment 2016-2019
- Investment Admin Certificate (IAQ) 2004
- Investment Management Certificate (IMC) 2001
- Chartered MCSI
- Private Client, Investment Advice Diploma (IAD) 2014
- The Chartered Institute for Securities & Investment (The CISI)
Greg Holden Summary
- Greg Holden, based in Godalming, GB, is currently a Independent Financial Adviser (IFA) at Temple Wealth Management Ltd, Chartered Financial Planners. Greg Holden brings experience from previous roles at Investwise Group, Chartered Institute for Securities & Investment (CISI), Intrinsic Financial Services and Self Employed. Greg Holden holds a 2016 - 2019 Chartered Institute for Securities & Investment. Greg Holden has 2 emails and 1 mobile phone numbers on RocketReach.
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