Rob Wallis Email & Phone Number
Partner and Senior Advisor @ VELA Wealth
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Rob Wallis Location
- Canada
Rob Wallis Work
- 2016 - now Partner and Senior Advisor @
- 2009 - 2015 Senior Consultant, Financial Planner @
- 2006 - 2008 Paraplanner @
- 2004 - 2005 Client Manager @ Millfield Partnership
Rob Wallis Education
- Landmark Worldwide 2016 - 2017
- Cass Business School 2000 - 2003
- George Abbot School and Sixth Form
Rob Wallis Skills
- Personal Pensions
- Fixed Annuities
- Retirement Savings
- Pensions
- Retirement Planning
- Financial Planning
- Portfolio Management
- Critical Illness
- Investments
- Shareholder Protection
- Financial Risk
- Finance
- Individual Pension Plans
- Retirement Plan Consulting
- Investment Advisory
- Income Protection
- Financial Services
- Wealth Management
- Life Insurance
- Strategic Financial Planning
- Investment Strategies
- Defined Cont
- Key Person Insurance
- Defined Benefit
- Holistic Financial Planning
- Wealth
- Pension Funds
- Search
- Retirement
- Income Drawdown
Rob Wallis Summary
- Rob Wallis, based in Canada, is currently a Partner and Senior Advisor at VELA Wealth. Rob Wallis brings experience from previous roles at PSFM Ltd and Millfield Partnership. Rob Wallis holds a 2016 - 2017 Landmark Worldwide. With a robust skill set that includes Personal Pensions, Fixed Annuities, Retirement Savings, Pensions, Retirement Planning and more. Rob Wallis has 1 emails and 1 mobile phone numbers on RocketReach.
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