Jim Diack Email
Director, Financial planning @ Evelyn Partners
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Jim Diack Location
- Glasgow, GB
Jim Diack Work
- Director, Financial planning @ (March 2023 - Present)
- Associate Director, Financial Planning @ (July 2018 - March 2023)
- Private Banking and Advice Manager @ (July 2014 - June 2018)
- Wealth Management Adviser @ (April 2009 - June 2014)
- Client Manager @ Bank of Scotland Investment Services ( BOSIS) (April 2004 - March 2009)
- Financial Plannng @ HBOS (January 1985 - January 2004)
Jim Diack Education
- Bell College
Management Accounting
1984-1985 - Claremont High School 1978-1984
Jim Diack Skills
- Wealth Management
- Banking
- Strategic Financial Planning
- Pensions
- Inheritance Tax Planning
- Investments
- Wealth Management Services
- Private Banking
- Wealth
- Retail Banking
- Investment Advisory
- Income Protection
- Financial Risk
- Retirement
- Critical Illness
- Corporate Finance
- Funding
- Estate Planning
- SIPP
- Portfolio Management
- Relationship Management
- Credit
- Financial Services
- Retirement Planning
- High Net Worth Individuals
- Holistic Financial Planning
- Financial Advisory
- Investment Strategies
- Investment Management
- Financial Planning
- Business Relationship Management
- Pension Funds
- Microsoft Excel
- Personal Financial Planning
- Sales
- Marketing
- Finance
Jim Diack Summary
- Jim Diack, based in Glasgow, GB, is currently a Director, Financial planning at Evelyn Partners. Jim Diack brings experience from previous roles at Evelyn Partners, Bank of Scotland Private Banking, Lloyds Banking Group and Bank of Scotland Investment Services ( BOSIS). Jim Diack holds a 1984 - 1985 Management Accounting @ Bell College. With a robust skill set that includes Wealth Management, Banking, Strategic Financial Planning, Pensions, Inheritance Tax Planning and more. Jim Diack has 3 emails on RocketReach.
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