Ian Small Email
Financial Planning Consultant @ Quilter
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Ian Small Location
- Newcastle upon Tyne, GB
Ian Small Work
- Financial Planning Consultant @ (August 2012 - Present)
- Client Relationship Manager @ (May 2011 - August 2012)
- Corporate Financial Planner @ Barclays Financial Planning (October 2010 - May 2011)
- International Investment Manager @ Barclays Wealth International (July 2007 - July 2010)
- RelationshipManager @ Barclays Premier Banking (January 2003 - January 2007)
Ian Small Education
- Whickham Comprehensive 1981-1986
Ian Small Skills
- Pensions
- Income Protection
- Wealth Management
- Strategic Financial Planning
- Retirement Planning
- Retirement
- Estate Planning
- Wealth
- Mortgage Lending
- Portfolio Management
- Banking
- Risk Management
- Financial Risk
- Inheritance Tax Planning
- Investments
- Life Insurance
- Investment Advisory
- Retail Banking
- Financial Services
- Asset Management
- Critical Illness
- Structured Products
- Financial Advisory
- Commercial Banking
- Fixed Annuities
- Relationship Management
- Bonds
- Financial Planning
- PowerPoint
- Strategy
- Microsoft Excel
Ian Small Summary
- Ian Small, based in Newcastle upon Tyne, GB, is currently a Financial Planning Consultant at Quilter Financial Advisers. Ian Small brings experience from previous roles at Santander Bank UK, Barclays Financial Planning, Barclays Wealth International and Barclays Premier Banking. Ian Small holds a 1981 - 1986 Whickham Comprehensive. With a robust skill set that includes Pensions, Income Protection, Wealth Management, Strategic Financial Planning, Retirement Planning and more. Ian Small has 1 emails on RocketReach.
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