Simon Naylor Email & Phone Number
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Simon Naylor Location
- Harrogate, GB
Simon Naylor Work
- Financial Services Consultant @ Self-Employed (April 2023 - Present)
- Business Consultant @ (May 2023 - Present)
- @ Mondial @ (September 2019 - May 2023)
- Chief Operations Officer @ (May 2021 - April 2023)
- Head of Client Services and Operations @ (September 2019 - May 2021)
- Managing Partner @ (April 2017 - September 2019)
- Managing Director @ LiME OCB LLC (April 2011 - May 2017)
- Vice President @ (March 2009 - April 2011)
- Managing Director @ Perspective Finance Ltd [UK] (March 2006 - March 2009)
- Regional Manager @ Mortgage Nation [UK] Ltd (February 2004 - March 2006)
- Senior Advisor @ (January 2001 - February 2004)
- Sales Manager @ (November 1986 - December 2000)
- Project Engineer @ J&S Marine Ltd (January 1983 - October 1986)
Simon Naylor Education
- LIBF
DipFA (Finance, General)
2019-2019 - The Chartered Institute for Securities & Investment (The CISI)
CISI (Financial Planning and Services)
2009-2010 - The Chartered Insurance Institute
Diploma - AWF (Insurance)
2009-2009 - LIBF
LIBF CeMAP (Commercial and Personal Finance)
2005-2006 - LIBF
Level 3 (Finance, General)
2003-2003 - ND College
Law (Civil)
1984-1986 - Stowmarket High School 1978-1980
- 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 Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Business Development
- Business Strategy
- Business-to-Business (B2B)
- CRM
- CeMAP
- Coaching
- Contract Negotiation
- Critical Illness
- ETFs
- Equities
- Estate Planning
- Finance
- Financial Advisory
- Financial Markets
- Financial Planning
- Financial Risk
- Financial Services
- Fixed Income
- High Net Worth Individuals
- Income Protection
- Inheritance Tax Planning
- Insurance
- Investment Banking
- Investment Strategies
- Investments
- Life Insurance
- Mutual Funds
- Pension Funds
- Pensions
- Personal Finance
- Personal Financial Planning
- Portfolio Management
- Private Banking
- Private Equity
- Relationship Management
- Retirement
- Retirement Planning
- Sales Management
- Savings
- Securities
- Structured Products
- Team Management
- Trading
- Wealth Management
- Wealth Management Services
- sales training
- Wealth Accumulation
- Investment Advisory
- Wealth
- Funding
- Project Management
- Hedge Funds
- Microsoft Office
- Bonds
- Strategic Financial Planning
- Financial Planners
- Banking
- Investment Management
- Business to Business
Simon Naylor Summary
- Simon Naylor, based in Harrogate, GB, is currently a Financial Services Consultant at Self-Employed. Simon Naylor brings experience from previous roles at True Potential LLP and Mondial (Dubai) LLC. Simon Naylor holds a 2019 - 2019 DipFA in Finance, General @ LIBF. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Business Development and more. Simon Naylor has 1 emails and 1 mobile phone numbers on RocketReach.
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