Sam Petts Email
Chartered Financial Planner and Investment Committee Chairman @ Clarion Wealth Planning Limited
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Sam Petts Location
- Alderley Edge, GB
Sam Petts Work
- 2017 -now Chartered Financial Planner and Investment Committee Chairman @
- 2011 -2017 Partner, Head of Office @
- 2007 -2011 Branch Manager @
- 2004 -2007 Private Client Broker, Head of New Clients @
- 2001 -2004 Paraplanner and Adviser @ Caroline Banks & Associates IFA
Sam Petts Education
- Sheffield Hallam University
Bachelor’s Degree (Finance, General)
1999-2003 - The Chartered Institute for Securities & Investment (The CISI)
Sam Petts Skills
- Wealth Management
- Portfolio Management
- Financial Services
- Hedge Funds
- Investment Management
- Asset Management
- Equities
- Management
- Investment Strategies
- Pensions
- Shares
- ETFs
- Investment Trusts
- Unit Trusts
- OEIC
- SIPP
- ISA
- Investments
- Fixed Income
- Alternative Investments
- Team Management
- Customer Service
- Wealth Preservation
- Mutual Funds
- Accounting
- Currency
- Foreign Currency Transactions
- Charity Work
- Trading
- Asset Allocation
- Strategy
- Wealth Accumulation
- Personal Financial Planning
- Business Strategy
- FX Hedging
- Financial Markets
- Time Management
- CFD
- Derivatives
- Charity Events
- Foreign Currency
- Spread Betting
- Senior Management
- Absolute Return
Sam Petts Summary
- Sam Petts, based in Alderley Edge, GB, is currently a Chartered Financial Planner and Investment Committee Chairman at Clarion Wealth Planning Limited. Sam Petts brings experience from previous roles at Killik & Co and Caroline Banks & Associates IFA. Sam Petts holds a 1999 - 2003 Bachelor’s Degree in Finance, General @ Sheffield Hallam University. With a robust skill set that includes Wealth Management, Portfolio Management, Financial Services, Hedge Funds, Investment Management and more. Sam Petts has 2 emails on RocketReach.
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