Jeff Bernstein Email

IFA @ Calton Wealth Management

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Jeff Bernstein Location

Edinburgh, GB

Jeff Bernstein Work

2023 - now IFA @ Calton Wealth Management
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2014 - 2023 IFA @ McKnight Financial
2012 - 2014 IFA @ GS Group

2007 - 2011 IFA @ Thorntons Law LLP
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2003 - 2007 IFA @ RBS Independent Financial Services
1998 - 2002 IFA @ Braford and Bingley

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Jeff Bernstein Skills

Estate Planning
Pensions
SIPP

Retirement Planning
Financial Planning
Wealth Management Services
Critical Illness
Investment Advisory
Income Protection
Wealth Management

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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.

Jeff Bernstein Emails

Found 1 emails

@caltonwm.com

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Top Calton Wealth Management Employees

Will Dippfs

Financial Planner at Calton Wealth Management

London, GB
1
- caltonwm.com
Gary King

Chartered Financial Planner at Calton Wealth Management

Edinburgh, GB
2
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Kevin Dippfs

Financial Planner at Calton Wealth Management

Edinburgh, Scotland, GB
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Sophie Sykes

Financial Planning Assistant at Calton Wealth Management

Edinburgh, GB
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- +44 7783 74XXXX
Jeff Bernstein

IFA at Calton Wealth Management

Edinburgh, GB
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