Howard Petr Email
Wealth Manager @ Keystone Wealth Management Ltd.
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Howard Petr Location
- London, GB
Howard Petr Work
- 2019 -now Wealth Manager @
- 2017 -now Financial Planning Consultant @
- 2017 -2017 Senior Financial Consultant @ Holbrook Wealth Management
- 2014 -2016 Financial Consultant @ Holbrook Wealth Management (Intrinsic)
- 2013 -2014 Financial Consultant @
- 2011 -2013 Platform Consultant @ AXA Wealth
- 2008 -2011 Adviser Support Manager @
- 2008 -2008 Paraplanner @ Stephen J Douglas Financial Services
- 2006 -2007 Business Development Manager @ Infinite Field Marketing Ltd
Howard Petr Education
- University of London
M.A (Classical Literature)
2007-2008 - Cranbourne School 1995-2000
Howard Petr Skills
- Pensions
- Wealth Management
- Retirement Planning
- Inheritance Tax Planning
- Investments
- SIPP
- Strategic Financial Planning
- Retirement
- Wealth
- Financial Services
- Wrap Accounts
- Protection
- Personal Pensions
- Investment Strategies
- WRAP
- Relationship Management
- Wealth Management Services
- Financial Advisory
- Financial Planning
- Portfolio Management
- Pension Funds
Howard Petr Summary
- Howard Petr, based in London, GB, is currently a Wealth Manager at Keystone Wealth Management Ltd.. Howard Petr brings experience from previous roles at Keystone Wealth Management Ltd., Holbrook Wealth Management, Holbrook Wealth Management (Intrinsic) and Countrywide Plc. Howard Petr holds a 2007 - 2008 M.A in Classical Literature @ University of London. With a robust skill set that includes Pensions, Wealth Management, Retirement Planning, Inheritance Tax Planning, Investments and more. Howard Petr has 2 emails on RocketReach.
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Top Keystone Wealth Management Ltd. Employees
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