Matthew Jones's Location
Cardiff, Cardiff, United Kingdom
Matthew Jones's Work
- Sales Manager (South West and Wales) @ Copia Capital Management
- Short term Gardener @ Green Green Grass
- Wealth Management Consultant @ Quilter
- Executive Business Consultant @ Skandia
- Business Development Manager @ Royal London
- Telephone Broker Consultant @ Legal & General
Matthew Jones's Education
- Chartered Insurance Institute
J10 - Discretionary Investment Management (Investments and Securities)
- Chartered Insurance Institute
Dip PFS (Financial Planning and Services)
- Ogmore School
Matthew Jones's Skills
- Wealth Management
- Investments
- Retirement Planning
- Inheritance Tax Planning
- Pensions
- Financial Services
- Retirement
- Wealth
- Investment Advisory
- Income Protection
Matthew Jones's Summary
Matthew Jones, based in Cardiff, Cardiff, United Kingdom, is currently a Sales Manager (South West and Wales) at Copia Capital Management, bringing experience from previous roles at Green Green Grass, Quilter, Skandia and Scottish Life. Matthew Jones holds a J10 - Discretionary Investment Management in Investments and Securities @ Chartered Insurance Institute. With a robust skill set that includes Wealth Management, Investments, Retirement Planning, Inheritance Tax Planning, Pensions and more, Matthew Jones contributes valuable insights to the industry. Matthew Jones has 3 emails on RocketReach.
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