Howard Petr Email
Wealth Manager @ Keystone Wealth Management Ltd.
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Howard Petr Location
- London, GB
Howard Petr Work
- Wealth Manager @ (March 2019 - Present)
- Financial Planning Consultant @ (June 2017 - Present)
- Senior Financial Consultant @ Holbrook Wealth Management (January 2017 - May 2017)
- Financial Consultant @ Holbrook Wealth Management (Intrinsic) (February 2014 - December 2016)
- Financial Consultant @ (April 2013 - January 2014)
- Platform Consultant @ AXA Wealth (March 2011 - March 2013)
- Adviser Support Manager @ (November 2008 - February 2011)
- Paraplanner @ Stephen J Douglas Financial Services (March 2008 - November 2008)
- Business Development Manager @ Infinite Field Marketing Ltd (June 2006 - May 2007)
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
David Carter
Managing Director
Kingston upon Thames, GB
Richard Cerer
Financial Adviser
Kingston upon Thames, GB
Vishen Garikedu
Business Support Coordinator
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