Neil Welsh Email & Phone Number
Independent Financial Planner @ PM+M Solutions for Business LLP
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Neil Welsh Location
- Padiham, GB
Neil Welsh Work
- 2016 -now Independent Financial Planner @
- 2008 -2017 Chairman @ Cycle Sport Pendle
- 2014 -2016 Financial Planner @
- 2013 -2014 Independent Financial Adviser @
- 1998 -2013 Financial Adviser @
- 1990 -1998 Personal Banking Manager @
- 1987 -1990 Cashier @
- 2005 -2012 Charity Fundraiser (cycling) @
Neil Welsh Education
- The London Institute of Banking & Finance
PETR (Level 6 Pension Transfers) (Pension Transfers)
2017-2018 - The London Institute of Banking & Finance
DipFA (Level 4 Diploma in Financial Advice) (Financial Services, Regulation & Ethics / Financial Planning Theory & Practice)
2011-2012 - St. Christopher's C of E, Accrington 1982-1987
- Hapton Primary 1975-1982
- The London Institute of Banking & Finance
PETR (Level 6 Pension Transfers)
Neil Welsh Skills
- Leadership
- Estate Planning
- Financial Advisory
- Banking
- Pensions
- SIPP
- Retirement Planning
- Auto Enrolment
- Financial Planning
- Sales
- Networking
- Blogging
- Critical Illness
- Investments
- Relationship Management
- Shareholder Protection
- Investment Advisory
- Income Protection
- Financial Services
- Wealth Management
- Life Insurance
- Strategic Financial Planning
- Investment Strategies
- Marketing
- Drawdown
- Customer Service
- Wealth
- Social Media Marketing
- Project Planning
- Diploma For Financial Advisers Dipfa
- Coaching
- Inheritance Tax Planning
- Cycling
- Retirement
- Annuity Sales
- CRM
- Diploma for Financial Advisers
Neil Welsh Summary
- Neil Welsh, based in Padiham, GB, is currently a Independent Financial Planner at PM+M Solutions for Business LLP. Neil Welsh brings experience from previous roles at Cycle Sport Pendle, Banks Wealth Management Ltd, Ashton Hoyle and Lloyds TSB. Neil Welsh holds a 2017 - 2018 PETR (Level 6 Pension Transfers) in Pension Transfers @ The London Institute of Banking & Finance. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Banking, Pensions and more. Neil Welsh has 2 emails and 2 mobile phone numbers on RocketReach.
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Jill Morris
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David Bradley
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Claire Astley
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Kirsty Pilkington
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Julie Mason
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