2010 -
2012 Business Development Manager @ Axa Wealth
2001 -
2010 Business Development Manager @
2004 -
2007 Head of Adviser Support @
1997 -
2001 Independent Financial Adviser @ West London Brokers
Sam Cole Education
Chartered Insurance Institute
Diploma in Financial Planning (Financial Planning and Services)
2011
-
2011
University of Exeter
BA (Economics)
1994
-
1997
Reigate Grammar School 1986
-
1994
Sam Cole Skills
Pensions
Investments
Asset Management
Financial Planning
Platforms
Portfolio Management
Financial Advisory
Strategic Financial Planning
Investment Strategies
Management
Relationship Management
Business Development
New Business Development
Investment Advisory
Financial Services
Retirement Planning
Wealth Management
Asset Managment
Sam Cole Summary
Sam Cole, based in Lightwater, GB, is currently a Head of Platform Business Development at 7IM. Sam Cole brings experience from previous roles at 7IM. Sam Cole holds a 2011 - 2011 Diploma in Financial Planning in Financial Planning and Services @ Chartered Insurance Institute. With a robust skill set that includes Pensions, Investments, Asset Management, Financial Planning, Platforms and more. Sam Cole has 2 emails on RocketReach.
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