Jeff Bernstein Email
IFA @ Calton Wealth Management
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Jeff Bernstein Location
- Edinburgh, GB
Jeff Bernstein Work
- IFA @ (May 2023 - Present)
- IFA @ McKnight Financial (June 2014 - May 2023)
- IFA @ GS Group (January 2012 - May 2014)
- IFA @ (June 2007 - December 2011)
- IFA @ RBS Independent Financial Services (February 2003 - June 2007)
- IFA @ Braford and Bingley (January 1998 - January 2002)
Jeff Bernstein Skills
- Estate Planning
- Pensions
- SIPP
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Critical Illness
- Investment Advisory
- Income Protection
- Wealth Management
- Strategic Financial Planning
- High Net Worth Individuals
- Savings
- Investment Strategies
- Wealth Accumulation
- Trusts
- Long Term Care
- Holistic Financial Planning
- Wealth
- Pension Funds
- Personal Financial Planning
- Pre Retirement Seminars
- Equity Release
- Inheritance Tax Planning
- Retirement
Jeff Bernstein Summary
- Jeff Bernstein, based in Edinburgh, GB, is currently a IFA at Calton Wealth Management. Jeff Bernstein brings experience from previous roles at McKnight Financial, GS Group, Thorntons Law LLP and RBS Independent Financial Services. With a robust skill set that includes Estate Planning, Pensions, SIPP, Retirement Planning, Financial Planning and more. Jeff Bernstein has 1 emails on RocketReach.
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Top Calton Wealth Management Employees
Laura Bruce
Chief Financial Officer
Aberdeen, GB
Jeff Bernstein
IFA
Edinburgh, GB
Gary King
Chartered Financial Planner
Edinburgh, GB
Graeme Beveridge
Financial Planner
Peebles, GB
Jamie Brown
Chartered Financial Planner
Edinburgh, GB
Will Dippfs
Financial Planner
London, GB
Bruce Fcsi
Executive Director, Head of Edinburgh Office
United Kingdom
Kathryn Tomlinson
Independent Financial Adviser
Edinburgh, GB
Tom Ham
Chief Executive Officer
Edinburgh, GB
Kristian Kerr
Head of Marketing and Communications
United Kingdom
Alexis Brown
Paraplanner
Shotts, GB
James Blacklaw
Independent Financial Advisor
Peebles, GB
Bex Dippfs
Independent Financial Planner
Ipswich, GB
Sophie Sykes
Financial Planning Assistant
Edinburgh, GB
Gary Dale
Non Executive Director
Dollar, GB
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