Robert Annand Email
Financial Planner
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Robert Annand Location
- Kirkcaldy, GB
Robert Annand Work
- 2017 -now Financial Planner @ Create & Prosper Financial Services Ltd
- 2017 -now Financial Planner @
- 2015 -now Financial Planner and Wealth Manager @
- 2008 -2015 Financial Planner @ Ashcourt Rowan
- 2005 -2008 Independent Financial Adviser @ Pagan Osborne
Robert Annand Education
- Balwearie High School 1976-1982
Robert Annand Skills
- Customer Service
- Portfolio Management
- Retirement Planning
- Investments
- Financial Services
- Building and Maintaing Long Term Relationships With Clients
- Finance
- Sales
- Management
- Wealth Management
- Pensions
- Inheritance Tax Planning
- Wealth
- Marketing
- Regularly Review Existing and New Clients Investments
- Financial Planning
- Discretionary Fund Management
- Financial Advisory
- Investment Strategies
Robert Annand Summary
- Robert Annand, based in Kirkcaldy, GB, is currently a Financial Planner at Create & Prosper Financial Services Ltd. Robert Annand brings experience from previous roles at Tilney Group, Towry, Ashcourt Rowan and Pagan Osborne. Robert Annand holds a 1976 - 1982 Balwearie High School. With a robust skill set that includes Customer Service, Portfolio Management, Retirement Planning, Investments, Financial Services and more. Robert Annand has 2 emails on RocketReach.
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