Independent Financial Adviser @ (September 2007 - April 2016)
Financial Consultant and Paraplanner @ (January 2006 - September 2007)
Investments Team Manager @ (January 2000 - January 2006)
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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