Michael Trawford Email
Senior Financial Planner @ Beckett Investment Management Group
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Michael Trawford Location
- United Kingdom
Michael Trawford Work
- 2022 -now Senior Financial Planner @
- 2020 -2022 Financial Planner @
- 2018 -2020 Financial Planner @
- 2014 -2018 Financial Planning Consultant @ Pannells Financial Planning Limited
- 2006 -2013 Financial Planning Consultant @
- 2004 -2006 Independent Financial Adviser @ Hulbert Financial Services
- 1999 -2004 Client Services Manager @ MPL Independent Financial Planning Limited
Michael Trawford Education
- Staffordshire University
BA Hons (Economics)
1992-1995 - Diss Sixth Form College
Michael Trawford Skills
- Retirement Planning
- Pensions
- New Business Development
- Business Planning
- Strategic Financial Planning
- Investments
- Life Insurance
- Protection
- Wealth Management
- Personal Finance
- Financial Analysis
- Inheritance Tax Planning
- Financial Advisory
- Investment Advisory
- Financial Services
- Wealth
- Income Protection
- Critical Illness
- Financial Planning
- Financial Reporting
- Microsoft Excel
- Microsoft Word
- Llp
Michael Trawford Summary
- Michael Trawford, based in United Kingdom, is currently a Senior Financial Planner at Beckett Investment Management Group. Michael Trawford brings experience from previous roles at Brown Shipley, NW Brown & Company, Pannells Financial Planning Limited and Lovewell Blake Financial Planning Limited. Michael Trawford holds a 1992 - 1995 BA Hons in Economics @ Staffordshire University. With a robust skill set that includes Retirement Planning, Pensions, New Business Development, Business Planning, Strategic Financial Planning and more. Michael Trawford has 2 emails on RocketReach.
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