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
- 2021 -now Chartered Financial Planner Amber River Leodis Wealth @
- 2021 -now Wealth Management Consultant @
- 2019 -2021 Independent Financial Advisor @
- 2012 -2019 Restricted Wealth Management Partner @ True Potential Wealth Management
- 2009 -2012 Financial Adviser @
- 2000 -2009 Financial Adviser @ St. James's Place Wealth Management
Kim Spence Education
- Linlithgow Academy
- Napier University
BA Hons (Financial Services)
Kim Spence Skills
- Finance
- Retirement Planning
- Financial Advisory
- Pensions
- Investment Strategies
- Critical Illness
- Wealth Management
- Retirement
- SIPP
- Business Strategy
- Inheritance Tax Planning
- Pension Funds
- Wealth
- Investment Advisory
- Financial Services
- Savings
- Wealth Management Services
- Microsoft Excel
- Portfolio Management
- Income Protection
- Financial Planning
- Investments
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 Finance, Retirement Planning, Financial Advisory, Pensions, Investment Strategies and more. Kim Spence has 2 emails and 1 mobile phone numbers on RocketReach.
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