Jeff Bernstein Email
IFA @ Calton Wealth Management
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Jeff Bernstein Location
- Edinburgh, GB
Jeff Bernstein Work
- 2023 -now IFA @
- 2014 -2023 IFA @ McKnight Financial
- 2012 -2014 IFA @ GS Group
- 2007 -2011 IFA @
- 2003 -2007 IFA @ RBS Independent Financial Services
- 1998 -2002 IFA @ Braford and Bingley
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
Graeme Beveridge
Financial Planner
Peebles, GB
Will Dippfs
Financial Planner
London, GB
Kathryn Tomlinson
Independent Financial Adviser
Edinburgh, GB
Kristian Kerr
Head of Marketing and Communications
United Kingdom
James Blacklaw
Independent Financial Advisor
Peebles, GB
Sophie Sykes
Financial Planning Assistant
Edinburgh, GB
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