Mark Fpfs Email
Wealth Management Partner @ True Potential LLP
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Mark Fpfs Location
- Bristol, England, GB
Mark Fpfs Work
- 2022 -now Wealth Management Partner @
- 2017 -2022 Chartered Financial Planner @
- 2014 -2017 Workplace Development Manager @
- 2013 -2014 Business Transformation Manager @
- 2011 -2013 Platform Development Manager @
- 2004 -2011 Sales Development Manager @
- 1996 -2004 Broker Consultant @
Mark Fpfs Education
- Chartered Insurance Institute
Chartered Financial Planner
1994-2011 - University of Glamorgan
BA (Hons) Business Studies
1989-1993 - Polytechnic of Wales
Accountancy Foundation Course
1988-1989
Mark Fpfs Skills
- Pensions
- Sales Management
- Financial Services
- Wealth Management
- Relationship Management
- Business Planning
- Performance Management
- Investments
- Sales
- Strategic Financial Planning
- Retirement
- Savings
- Strategy
- Financial Advisory
- 7 years people management experience
- experience of selling a new platform proposition into the market
- Many strong advisory relationships throughout the South West
- Strong presentation skills
- Retirement Planning
- Stakeholder Management
- Investment Strategies
- Insurance
- Wealth
- Inheritance Tax Planning
- Qualified up to QCF level 6
- Coaching
- Networking
- Building Relationships
- New Business Development
- Change Management
- Team Leadership
- Team Management
- Business Strategy
- Training
- Portfolio Management
- Employee Benefits
- Asset Management
- Leadership
- Strategic Planning
- Sales Presentations
- Account Management
- Salesforce.com
- Platforms
- Platform Integration
- Business Analysis
- Business Development
- Marketing
- Microsoft Excel
- Management
- Software Development
- Business Relationship Management
- Financial Planning
- Life Insurance
- Defined Benefit
- Pension Funds
Mark Fpfs Summary
- Mark Fpfs, based in Bristol, England, GB, is currently a Wealth Management Partner at True Potential LLP. Mark Fpfs brings experience from previous roles at Town Close Financial Planning and Aegon UK. Mark Fpfs holds a 1994 - 2011 Chartered Financial Planner @ Chartered Insurance Institute. With a robust skill set that includes Pensions, Sales Management, Financial Services, Wealth Management, Relationship Management and more. Mark Fpfs has 1 emails on RocketReach.
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Top True Potential LLP Employees
Simon White
Non Executive Director
London, England, GB
Susan Torrance
Head of People Change
Edinburgh, GB
Luis Mcsi
Partner
London, GB
Alexander Gubbins
General Counsel
London, GB
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