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Stephen Limbert Location
Irthlingborough, GB
Stephen Limbert Work
Director @ Stephen Limbert Wealth Management Ltd, Associate Partner of St. James's Place We (February 2018 - Present)
Financial Planner @ (April 2016 - February 2018)
IFA @ (August 2015 - April 2016)
Financial Planning Manager - Nationwide Now @ (December 2014 - August 2015)
Financial Services Trainer @ (January 2012 - December 2014)
Private Investment Manager @ (March 2010 - December 2011)
Stephen Limbert Education
01933 717048
CII
Financial Planning and Services
John Lea
Stephen Limbert Skills
Annuities
Banking
Building Relationships
Business Strategy
Coaching models
Course Design
Diary Management
Effective management
Estate Planning
Financial Advisory
Financial Planning
Financial Risk
Financial Services
Fixed Annuities
Independent Financial Advice
Investments
Leadership Development
New Business Development
Pensions
Portfolio Management
Presentation Coaching
Protection Planning/family Security
Relationship Management
Retail Banking
Retirement Planning
Risk Management
Root Cause Analysis
Small Business
Structured Products
Team Building
Time Management
Wealth Management
Wealth Management Services
Stephen Limbert Summary
Stephen Limbert, based in Irthlingborough, GB, is currently a Director at Stephen Limbert Wealth Management Ltd, Associate Partner of St. James's Place We. Stephen Limbert brings experience from previous roles at JLT Employee Benefits, Chase de Vere and Nationwide Building Society. Stephen Limbert holds a 01933 717048. With a robust skill set that includes Annuities, Banking, Building Relationships, Business Strategy, Coaching models and more. Stephen Limbert has 1 emails and 1 mobile phone numbers on RocketReach.
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