William Tong Email & Phone Number
Independent Financial Adviser @ Chase de Vere
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William Tong Location
- London, GB
William Tong Work
- Independent Financial Adviser @ (January 2023 - Present)
- Director @ Armadale Limited (August 2017 - Present)
- Financial Adviser @ (November 2021 - October 2022)
- Business Development Manager @ Brewin Dolphin (December 2017 - May 2021)
- Business Development Manager @ (June 2015 - July 2017)
- Intermediary Sales Manager - London @ (July 2014 - May 2015)
- Business Development Manager @ (March 2011 - July 2014)
- Specialist - Business and Process @ (January 2006 - January 2011)
- Team Leader @ (January 2005 - January 2006)
- Officer Cadet @ (January 2003 - January 2005)
William Tong Education
- Liverpool John Moores University
Bachelor Of Science (Business Management)
1998-2002
William Tong Skills
- Wealth Management
- Financial Services
- Investments
- Financial Advisory
- Investment Strategies
- Portfolio Management
- Wealth
- Asset Management
- Investment Management
- Asset Managment
- Change Management
- Wealth Management Services
- Relationship Management
- Strategic Financial Planning
- Asset Allocation
- Risk Management
- Financial Risk
- Retirement
- Savings
- High Net Worth Individuals
- Alternative Investments
- Business Development
- Investment Advisory
- Finance
- Business Strategy
- Strategic Planning
- Business Relationship Management
- Financial Planning
- Management
- Microsoft Office
William Tong Summary
- William Tong, based in London, GB, is currently a Independent Financial Adviser at Chase de Vere. William Tong brings experience from previous roles at Armadale Limited, Mole Valley Asset Management (MVAM), Brewin Dolphin and Waverton Investment Management. William Tong holds a 1998 - 2002 Bachelor Of Science in Business Management @ Liverpool John Moores University. With a robust skill set that includes Wealth Management, Financial Services, Investments, Financial Advisory, Investment Strategies and more. William Tong has 3 emails on RocketReach.
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