Kim Spence Email & Phone Number
Chartered Financial Planner Amber River Leodis Wealth @ Amber River Leodis Wealth
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Kim Spence Location
- Leeds, GB
Kim Spence Work
- Chartered Financial Planner Amber River Leodis Wealth @ (October 2021 - Present)
- Wealth Management Consultant @ LEODIS WEALTH GROUP (October 2021 - Present)
- Independent Financial Advisor @ Hentons (January 2019 - October 2021)
- Restricted Wealth Management Partner @ True Potential Wealth Management (August 2012 - January 2019)
- Financial Adviser @ (May 2009 - July 2012)
- Financial Adviser @ St. James's Place Wealth Management (December 2000 - May 2009)
Kim Spence Education
- Linlithgow Academy
- Edinburgh Napier University
BA Hons (Financial Services)
Kim Spence Skills
- Critical Illness
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Income Protection
- Inheritance Tax Planning
- Investment Advisory
- Investment Strategies
- Investments
- Pension Funds
- Pensions
- Retirement
- Retirement Planning
- SIPP
- Savings
- Wealth
- Wealth Management
- Wealth Management Services
- Business Strategy
- Microsoft Excel
- Portfolio Management
Kim Spence Summary
- Kim Spence, based in Leeds, GB, is currently a Chartered Financial Planner Amber River Leodis Wealth at Amber River Leodis Wealth. Kim Spence brings experience from previous roles at LEODIS WEALTH GROUP, Hentons, True Potential Wealth Management and AWD Chase de Vere. Kim Spence holds a Linlithgow Academy. With a robust skill set that includes Critical Illness, Finance, Financial Advisory, Financial Planning, Financial Services and more. Kim Spence has 2 emails and 1 mobile phone numbers on RocketReach.
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