iain broxup

iain broxup

wealth manager

About

Wealth Manager at RBS

Country

united kingdom

City

london

Industry

financial services

Skill

wealth management, independent financial advice, inheritance tax planning, investment management, financial services, relationship management, banking, portfolio management, pensions

Experience

royal bank of scotland

independent financial advisor

royal bank of scotland

2010-8 - 2012-12 · 2 yrs 5 mos

Providing holistic indepedent financial advice to a high net worth client base.

royal bank of scotland

senior financial planning manager

royal bank of scotland

2004-10 - 2010-10 · 6 yrs 1 mo
royal bank of scotland

wealth manager

royal bank of scotland

2012-12 - Present · 13 yrs 10 mos

Providing holistic financial advice to a high net worth client base and generating new business through networking and motivating lead providers. Relationship building to enhance client value.

Education

the chartered institute for securities & investment (the cisi)

the chartered institute for securities & investment (the cisi)

construction

2012-1 - 2016-1 · 4 yrs 1 mo
chartered insurance institute

chartered insurance institute

2003-1 - 2016-1 · 13 yrs 1 mo
university of leeds

university of leeds

economics

1994-1 - 1998-1 · 4 yrs 1 mo

iain broxup's Contact Information

Email

******@***.com

Phone

(**) *** ****

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