Matthew Beard Email & Phone Number
Independant Financial Adviser and qualified Equity Release Adviser @ BASTION FINANCIAL PLANNING LIMITED
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Matthew Beard Location
- Guildford, England, GB
Matthew Beard Work
- 2019 -now Independant Financial Adviser and qualified Equity Release Adviser @
- 2012 -2019 Premier Relationship Manager @
- 2011 -2012 Financial Planning Adviser @
- 2011 -2012 Financial Planning Adviser @
- 2008 -2011 Financial Planning Adviser @
- 2008 -2011 Financial Planning Manager @
- 2007 -2008 Financial Planning Manager @
- 2006 -2008 Financial Planning Adviser @
- 2006 -2007 Financial Planning Adviser @ National Westminster Bank plc
- 2004 -2006 Senior Business Adviser @ Nescot Training Group
- 2000 -2004 Deputy Manager @
- 1996 -2000 Small Business Manager @
- 1993 -1996 Business Banker @
- 1987 -1993 Various @
Matthew Beard Education
- Chartered Insurance Institute
Certificate in Mortgage Advice
2019-2019 - The Chartered Insurance Institute
Certificate in Equity Release (Mortgage Advice)
2019-2019 - The Chartered Insurance Insitute
Certificate in Securities Advice & Dealing
- The Chartered Insurance Institute
Diploma In Financial Planning,Financial Planning and Services
- The Chartered Insurance Institute
Certificate In Life & Pensions
- The Chartered Insurance Institute
Award In Long Term Care Insurance
Matthew Beard Skills
- Marketing
- Retail Banking
- Credit
- Project Management
- Banking
- SIPP
- Commercial Lending
- Organizational Development
- Finance
- Portfolio Management
- Strategic Financial Planning
- Financial Planning
- Financial Services
- Retirement Planning
- Wealth Management
- Investment Strategies
- Branch Banking
Matthew Beard Summary
- Matthew Beard, based in Guildford, England, GB, is currently a Independant Financial Adviser and qualified Equity Release Adviser at BASTION FINANCIAL PLANNING LIMITED. Matthew Beard brings experience from previous roles at Barclays, HSBC and Barclays Bank. Matthew Beard holds a 2019 - 2019 Certificate in Mortgage Advice @ Chartered Insurance Institute. With a robust skill set that includes Marketing, Retail Banking, Credit, Project Management, Banking and more. Matthew Beard has 1 emails on RocketReach.
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