Patrick Spencer Email & Phone Number
Managing Director and Independent Financial Advisor
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Patrick Spencer Location
- Hove, GB
Patrick Spencer Work
- Managing Director and Independent Financial Advisor @ IEP Financial Ltd (April 2007 - Present)
- Portfolio Manager, Commercial Banking @ (October 2005 - March 2007)
- Claims Manager @ (March 2005 - September 2005)
Patrick Spencer Education
- University of Birmingham
2:1 (Geography BA Hons)
2000-2003 - Brighton College 1994-1999
Patrick Spencer Skills
- Mortgages
- Strategy
- Financial Advisory
- Business Planning
- Portfolio Management
- Strategic Financial Planning
- Mortgage
- Retirement
- Financial Services
- Sales
- Management
- Insurance
- Marketing Strategy
- Pension Legislation
- Tax
- Financial Planning
- Auto Enrolment
- Mortgage Lending
- Income Protection
- Investment Strategies
- Pensions
- Customer Service
- Finance
- Life Assurance
- Business Strategy
- Tax Planning
- Investment Management
- Tax Efficiency
- Investments
Patrick Spencer Summary
- Patrick Spencer, based in Hove, GB, is currently a Managing Director and Independent Financial Advisor at IEP Financial Ltd. Patrick Spencer brings experience from previous roles at Royal Bank of Scotland and Unilever. Patrick Spencer holds a 2000 - 2003 2:1 in Geography BA Hons @ University of Birmingham. With a robust skill set that includes Mortgages, Strategy, Financial Advisory, Business Planning, Portfolio Management and more.
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