Steve Monks Email & Phone Number
Director
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Steve Monks Location
- Bristol, England, GB
Steve Monks Work
- Director @ Lime (January 2024 - Present)
- Director @ (February 2010 - January 2024)
- Managing Director and Independent Financial Adviser @ (April 2011 - February 2013)
- Financial Adviser @ (September 2007 - April 2011)
- Multi tied Financial Adviser and Mortgage Consultant @ (September 2005 - September 2007)
- Account Manager @ (August 2004 - August 2005)
- Group Scheme Underwriter @ Royal and Sunalliace (May 2002 - August 2004)
Steve Monks Education
- Marlwood
(Economics)
Steve Monks Skills
- Pensions
- Income Protection
- Retirement Planning
- Mortgage Lending
- Investment Strategies
- Critical Illness
- Finance
- Financial Advisory
- Inheritance Tax Planning
- Investments
- Protection
- Financial Services
- Life Insurance
- Insurance
- Equity Release
- General Insurance
- Personal Financial Planning
- Holistic Financial Planning
- Term Life Insurance
- Savings
- Retail Banking
- Strategic Planning
- Underwriting
- Microsoft Excel
- Holistic Financial
- Personal Financial
Steve Monks Summary
- Steve Monks, based in Bristol, England, GB, is currently a Director at Lime. Steve Monks brings experience from previous roles at elite financial consulting ltd, Lloyds TSB and HSBC. Steve Monks holds a Marlwood. With a robust skill set that includes Pensions, Income Protection, Retirement Planning, Mortgage Lending, Investment Strategies and more. Steve Monks has 1 mobile phone numbers on RocketReach.
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