Matthew Pike Email
Independent Financial Adviser @ Lewis Investment
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Matthew Pike Location
- Bournemouth, England, GB
Matthew Pike Work
- 2017 -now Independent Financial Adviser @
- 2013 -2017 Employee Engagement Adviser @
- 2002 -2013 Financial Adviser @
- 2000 -2002 Senior Bank Manager @
- 1995 -2000 Bank Manager @
Matthew Pike Education
- Chartered Insurance Institute
CII Level 4 Diploma (Financial Planning; Financial Services)
Matthew Pike Skills
- Building Performance
- Technical Reports
- Interpersonal Relationships
- Compliance Procedures
- Communications
- Client Relations
- Financial Planning
- Financial Advice
- Income Protection
- Protection
- Savings
- Investments
- Wealth
- Retail Banking
- Bank Management
- Pensions
- Customer Service
- Microsoft Excel
- Job Coaching
- Credit
- Consumer Lending
- Wealth Management
- Retirement Planning
- Financial Advisory
- Strategic Financial Planning
- Retirement
- Inheritance Tax Planning
- Trusts
- Wealth Management Services
- Risk Management
- High Net Worth Individuals
- SIPP
- Critical Illness
Matthew Pike Summary
- Matthew Pike, based in Bournemouth, England, GB, is currently a Independent Financial Adviser at Lewis Investment. Matthew Pike brings experience from previous roles at Aspira Corporate Solutions Limited, Lloyds Bank and Lloyds Banking Group. Matthew Pike holds a CII Level 4 Diploma in Financial Planning; Financial Services @ Chartered Insurance Institute. With a robust skill set that includes Building Performance, Technical Reports, Interpersonal Relationships, Compliance Procedures, Communications and more. Matthew Pike has 1 emails on RocketReach.
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