Simon Naylor Location
Harrogate, GB
Simon Naylor Work
- 2023 - now Regional Sales Director [RSD] @ True Potential LLP
- 2023 - now Financial Services Consultant @ Self-Employed
- 2021 - 2025 Chief Operations Officer @ Mondial (Dubai) LLC
- 2019 - 2023 Head of Client Services and Operations @ Mondial (Dubai) LLC
- 2019 - 2023 @ Mondial @ Mondial (Dubai) LLC
- 2017 - 2025 Managing Partner @ Integra Finance Ltd.
- 2011 - 2023 Managing Director @ LiME OCB LLC
- 2009 - 2011 Vice President @ NEBA Private Clients
- 2006 - 2009 Managing Director @ Perspective Finance Ltd [UK]
- 2004 - 2006 Regional Manager @ Mortgage Nation [UK] Ltd
Simon Naylor Education
- The Chartered Insurance Institute2009 - 2009
- LIBF2005 - 2006
- ND College1984 - 1986
- Stowmarket High School1978 - 1980
- Chartered Insurance Institute2008
- The Chartered Institute for Securities & Investment (The CISI)
Simon Naylor Skills
- Fixed Income
- Investment Strategies
- Inheritance Tax Planning
- Wealth Accumulation
- Investment Advisory
- Life Insurance
- Insurance
- Portfolio Management
- Wealth Management
- Wealth
Simon Naylor Summary
Simon Naylor, based in Harrogate, GB, is currently a Regional Sales Director [RSD] at True Potential LLP. Simon Naylor brings experience from previous roles at Self-Employed and Mondial (Dubai) LLC. Simon Naylor holds a 2009 - 2009 The Chartered Insurance Institute. With a robust skill set that includes Fixed Income, Investment Strategies, Inheritance Tax Planning, Wealth Accumulation, Investment Advisory and more. Simon Naylor has 1 emails and 2 mobile phone numbers on RocketReach.
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Top True Potential LLP Employees
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