Mark Davis Email
Chartered Financial Planner @ Gresham Financial Limited
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Mark Davis Location
- Southampton, GB
Mark Davis Work
- 2016 -now Chartered Financial Planner @
- 2007 -2016 Independent Financial Adviser @
- 2006 -2007 Financial Consultant and Paraplanner @
- 2000 -2006 Investments Team Manager @
Mark Davis Education
- Chartered Insurance Institute 1999-2017
- University of Winchester
Bachelor of Arts (Business Administration, Management, Business Admin)
1996-1999 - Salisbury College
(Business Finance)
1991-1995
Mark Davis Skills
- Microsoft Office
- Portfolio Management
- Public Speaking
- Accounting
- Financial Analysis
- Wealth Management
- Pensions
- Investments
- Retirement
- Financial Planning
- Strategic Financial Planning
- Savings
- Retirement Planning
- Operations Management
- Team Management
- Leadership
- Inheritance Tax Planning
- Income Protection
- Wealth
- Protection
- Investment Advisory
- Compliance
- Techinical
- Pressure Handling
- Highly detail oriented
- Client Trust and Rapport
- Ethical
- Financial Services
- Personal Financial Planning
- Wealth Accumulation
Mark Davis Summary
- Mark Davis, based in Southampton, GB, is currently a Chartered Financial Planner at Gresham Financial Limited. Mark Davis brings experience from previous roles at Waterside Independent Financial Advisers Ltd, Gresham Financial and James Hay. Mark Davis holds a 1999 - 2017 Chartered Insurance Institute. With a robust skill set that includes Microsoft Office, Portfolio Management, Public Speaking, Accounting, Financial Analysis and more. Mark Davis has 2 emails on RocketReach.
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Top Gresham Financial Limited Employees
Nick Gresham-Thompson
Director
Salisbury, GB
Mark Davis
Chartered Financial Planner
Southampton, GB
William Stanley
Financial Planner
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