Malcolm Wallace Email & Phone Number
Director and Financial Planner @ Parsonage Ltd Chartered Financial Planners
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Malcolm Wallace Location
- Liverpool, GB
Malcolm Wallace Work
- 2015 -now Director and Financial Planner @
- 2012 -2017 Director and Financial Adviser @
- 2010 -2016 Managing Director @ Redwood Independent Financial Planning Ltd.
- 2003 -2010 Senior adviser @ EQI Independent Ltd
- 2002 -2003 Trainee Mortgage Adviser @ Newleaf Mortgages
Malcolm Wallace Education
- University of Liverpool
French (French)
1998-2002 - Université de Bourgogne 2000-2001
- Immingham School 1991-1998
Malcolm Wallace Skills
- Pensions
- Protection
- Investments
- Mortgage Lending
- Equity Release
- Insurance
- Savings
- General Insurance
- Buy to Let
- Retirement Planning
- Wealth Management
- Financial Advisory
- Income Protection
- Strategic Financial Planning
- Inheritance Tax Planning
- Independent Financial Advice
- Residential Mortgages
- Wealth
- Retirement
- Investment Advisory
- Critical Illness
- Financial Services
- Estate Planning
- High Net Worth Individuals
- Investment Strategies
- Credit
- Employee Benefits
- Mutual Funds
- Relationship Management
- Risk Management
- Financial Planners
- Life Insurance
- Banking
- Fixed Annuities
- Wealth Management Services
- Asset Allocation
- Personal Finance
- Public Speaking
- Microsoft Office
- Project Planning
- Project Management
Malcolm Wallace Summary
- Malcolm Wallace, based in Liverpool, GB, is currently a Director and Financial Planner at Parsonage Ltd Chartered Financial Planners. Malcolm Wallace brings experience from previous roles at Ernest Grant, Redwood Independent Financial Planning Ltd., EQI Independent Ltd and Newleaf Mortgages. Malcolm Wallace holds a 1998 - 2002 French in French @ University of Liverpool. With a robust skill set that includes Pensions, Protection, Investments, Mortgage Lending, Equity Release and more. Malcolm Wallace has 2 emails and 1 mobile phone numbers on RocketReach.
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