Warren Bentham Email & Phone Number
Paraplanning Manager and Chartered Financial Planner @ Cullen Wealth
Warren Bentham Location
Stockport District, GB
Warren Bentham Work
- 2025 - now Paraplanning Manager and Chartered Financial Planner @ Cullen Wealth
- 2022 - 2024 Senior Paraplanner and Chartered Financial Planner @ Wren Sterling
- 2020 - 2022 Paraplanning Manager and Chartered Financial Planner @ Apogee Wealth Management
- 2008 - 2020 Head of Paraplanning and Chartered Financial Planner @ 75point3 Chartered Financial Planners
- 2005 - 2008 Financial Planning Consultant @ Harbour Financial, Hamilton Investments and Irvine Wright Financial Services
- 2003 - 2005 Mortgage Adviser @ Woolwich / Barclays
- 2000 - 2003 Paraplanner and Independent Financial Adviser @ Inter-Alliance
Warren Bentham Education
- The London School of Economics and Political Science (LSE)
BSc(Hons) (Economics)
1997 - 2000 - St Ambrose College
A-Level (Economics, Maths, Physics & General Studies)
1990 - 1997
Warren Bentham Skills
- Inheritance Tax Planning
- Investments
- Retirement Planning
- Equity Release
- Protection Planning/family Security
- Strategic Financial Planning
- Wealth Management
- Income Protection
- Financial Advisory
- Paraplanning
Warren Bentham Summary
Warren Bentham, based in Stockport District, GB, is currently a Paraplanning Manager and Chartered Financial Planner at Cullen Wealth. Warren Bentham brings experience from previous roles at Wren Sterling, Apogee Wealth Management, 75point3 Chartered Financial Planners and Harbour Financial, Hamilton Investments and Irvine Wright Financial Services. Warren Bentham holds a 1997 - 2000 BSc(Hons) in Economics @ The London School of Economics and Political Science (LSE). With a robust skill set that includes Inheritance Tax Planning, Investments, Retirement Planning, Equity Release, Protection Planning/family Security and more. Warren Bentham has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Cullen Wealth Employees
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1
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Patrick Dryden-Stuart
Financial Advisor at Cullen Wealth
Manchester, GB11 -
Paul Brennan
Chartered Financial Planner at Cullen Wealth
Stockport District, GB1 -
Jake Cunliffe-Neale
Corporate Team Manager at Cullen Wealth
Manchester, England, GB1
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