Mark Menton Email
Independent Financial Planner @ Amber River SFIA
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Mark Menton Location
- United Kingdom
Mark Menton Work
- Independent Financial Planner @ (March 2026 - Present)
- Specialist Financial Adviser @ (June 2018 - February 2026)
- Premier Relationship Manager @ (March 2014 - October 2017)
- Financial Consultant @ (June 2009 - March 2014)
- Client Manager @ (September 2007 - June 2009)
Mark Menton Education
- Chartered Insurance Institute
Diploma PFS (Financial Planning and Services)
2008-2010 - University of Surrey
Bachelor of Science - BS (Business Studies)
Mark Menton Skills
- Balance Sheets
- Business Development
- Business Planning
- Business Relationship Management
- CeMAP
- Client Relations
- Communication
- Creative Problem Solving
- Customer Experience
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Data Protection Act
- Defined Contribution
- Estate Planning
- Financial Planning
- Income Protection
- Inheritance Tax Planning
- Interpersonal Skills
- Investment Strategies
- Investments
- Life Insurance
- Mortgage Industry
- Mortgages
- Multi-generational wealth transfer
- Negotiation
- Networking
- Organization Skills
- Portfolio Management
- Private Banking
- Protection Advice
- Regulatory Guidelines
- Retirement Planning
- Sales
- Sales Strategy
- Sales Target Management
- Social Influence
- Trust Services
- Wealth Management Services
- Written Communication
Mark Menton Summary
- Mark Menton, based in United Kingdom, is currently a Independent Financial Planner at Amber River SFIA. Mark Menton brings experience from previous roles at Wesleyan, HSBC and Bank of Scotland Investment Service. Mark Menton holds a 2008 - 2010 Diploma PFS in Financial Planning and Services @ Chartered Insurance Institute. With a robust skill set that includes Balance Sheets, Business Development, Business Planning, Business Relationship Management, CeMAP and more. Mark Menton has 1 emails on RocketReach.
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