The Chartered Institute for Securities & Investment (The CISI)
IWC (Finance and Financial Management Services)
2021
Chartered Insurance Institute
AWF (Finance and Financial Management Services)
2008
The Chartered Institute for Securities & Investment (The CISI)
Level 3 (Finance, General)
The Chartered Institute for Securities & Investment (The CISI)
Simon Naylor's Skills
Fixed Income
Investment Strategies
Inheritance Tax Planning
Wealth Accumulation
Investment Advisory
Life Insurance
Insurance
Portfolio Management
Wealth Management
Wealth
Simon Naylor's Summary
Simon Naylor, based in Holme, GB, is currently a Regional Director at True Potential LLP, bringing experience from previous roles at Mondial (Dubai) LLC and Integra Finance Ltd.. Simon Naylor holds a 2019 - 2019 DipFA in Finance, General @ The London Institute of Banking & Finance. With a robust skill set that includes Fixed Income, Investment Strategies, Inheritance Tax Planning, Wealth Accumulation, Investment Advisory and more, Simon Naylor contributes valuable insights to the industry. Simon Naylor has 3 emails and 1 mobile phone number on RocketReach.