Samuel Worthy's Location
London, GB
Samuel Worthy's Work
- Senior Paraplanner @ Vintage Wealth Management Limited
- Paraplanner @ Compass Wealth Management Consultants Ltd
- Trainee Financial Planner @ Gilson Gray Financial Management
- International Sales Consultant @ Global Wealth Management Solutions
- Business Development Manager @ Ae Ready
Samuel Worthy's Education
- The Chartered Insurance Institute
(Ethics)
2018 - 2018 - Chartered Institute for Securities and Investment
(Financial Management, Finance)
2014 - 2015 - Chartered Institute for Securities & Investment
Samuel Worthy's Skills
- Sales
- Pensions
- Investments
- Financial Risk
- Entrepreneurship
- Relationship Management
- Consulting
- Investment Management
- Finance
- Wealth Management
Samuel Worthy's Summary
Samuel Worthy, based in London, GB, is currently a Senior Paraplanner at Vintage Wealth Management Limited, bringing experience from previous roles at Compass Wealth Management Consultants LTD, St. James’s Place Wealth Management, Global Wealth Management Solutions and Ae Ready. Samuel Worthy holds a 2018 - 2018 The Chartered Insurance Institute. With a robust skill set that includes Sales, Pensions, Investments, Financial Risk, Entrepreneurship and more, Samuel Worthy contributes valuable insights to the industry.
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Director of Operations at Vintage Wealth Management Limited
London, England, United Kingdom2 -
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