Stephen Parker Email & Phone Number
Managing Partner, Financial Planning (Scotland) @ Evelyn Partners
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Stephen Parker Location
- Glasgow, GB
Stephen Parker Work
- 2022 -now Managing Partner, Financial Planning (Scotland) @
- 2014 -2022 Director, Financial Planning @
- 2013 -2014 Wealth Management Director @
- 2008 -2013 Financial Planner @
- 2007 -2008 Senior IFA @ Campbell Dallas
- 2004 -2006 Senior IFA @ Principal & Prosper Ltd
- 1997 -2004 Senior Financial Planning Manager @ Clydesdale Bank
Stephen Parker Education
- Bannerman High
Stephen Parker Skills
- Chartered Financial Planner
- Business Development
- Management
- New Business Development
- Inheritance Tax Planning
- Wealth Management
- Investments
- Strategic Planning
- Financial Services
- Financial Planners
- Pensions
- Strategic Financial Planning
- Protection
- Corporate Finance
- Retirement Planning
- Business Planning
- Mergers & Acquisitions
- Wealth
- Funding
- Estate Planning
- Investment Management
- Private Banking
- Financial Advisory
- Wealth Accumulation
- High Net Worth Individuals
- Relationship Management
- Income Protection
- Investment Advisory
- Finance
- Wealth Management Services
- Tax
- Investment Strategies
- Retirement
- Asset Allocation
- Portfolio Management
- Asset Management
- Mutual Funds
- SIPP
- Alternative Investments
- Mortgage Lending
- Trusts
- Protection Planning/family Security
- Financial Planning
- Pension Funds
- Sales
- Microsoft Excel
- Customer Service
- Mergers and Acquisitions
Stephen Parker Summary
- Stephen Parker, based in Glasgow, GB, is currently a Managing Partner, Financial Planning (Scotland) at Evelyn Partners. Stephen Parker brings experience from previous roles at Tilney Bestinvest, Bestinvest and Campbell Dallas. Stephen Parker holds a Bannerman High. With a robust skill set that includes Chartered Financial Planner, Business Development, Management, New Business Development, Inheritance Tax Planning and more. Stephen Parker has 2 emails and 1 mobile phone numbers on RocketReach.
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