Liam Wilson Email & Phone Number

Managing Director @ Mitchell & Wilson Financial Planning

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Liam Wilson Location

Ballymena, GB

Liam Wilson Work

2025 - now Managing Director @ Mitchell & Wilson Financial Planning
2025 - now Vice Chairman @ Ballymena United FC
2024 - now Non Executive Director @ Ballymena United FC

2023 - 2024 Chief Executive Officer @ SRB Wealth Management Ltd
2023 - 2023 Chief Operating Officer @ SRB Wealth Management Ltd
2019 - 2023 Director @ ITP - The Income Tax Professionals
2016 - 2023 Director @ Haines Wilson
2016 - 2016 Business Development Manager QLD @ St.George Bank
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2014 - 2016 Lending Manager @ St.George Bank
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2011 - 2014 Specialised Banking and Lending Manager @ Heritage Bank

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Liam Wilson Education

The Chartered Institute for Securities & Investment (The CISI)
Diploma in Investment Advice (Financial Planning & Advice)
2024 - 2024
Monarch Institute
Diploma of Financial Planning (Financial Planning and Services)
2016 - 2017
Massey University
Bachelor of Business (Management and Finance)
2009 - 2014

Chartered Insurance Institute

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Liam Wilson Skills

Business Development
Public Speaking
Sales Process

Lead Generation
Customer Experience
Agility
Flexible Approach
Community Engagement
Communication
Customer Driven

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Liam Wilson Summary

Liam Wilson, based in Ballymena, GB, is currently a Managing Director at Mitchell & Wilson Financial Planning. Liam Wilson brings experience from previous roles at Ballymena United FC and SRB Wealth Management Ltd. Liam Wilson holds a 2024 - 2024 Diploma in Investment Advice (Financial Planning & Advice) @ The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Business Development, Public Speaking, Sales Process, Lead Generation, Customer Experience and more. Liam Wilson has 1 emails and 1 mobile phone numbers on RocketReach.

Liam Wilson Emails

Found 1 emails

@ballymenaunitedfc.com

Liam Wilson Phone Numbers

Found 1 phone numbers

+61 403 798XXXX

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Liam Wilson

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Liam Wilson

Managing Director at Mitchell & Wilson Financial Planning

Ballymena, GB
1
- ballymenaunitedfc.com
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- +61 403 798XXXX

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