Networking in Berkshire - Business Event Details

George Clarke
  • Male
  • Wokingham, Berkshire
  • United Kingdom
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Profile Information

Business Name
Pennymatters Ltd
Type of Business
Financial Services - Independent Financial Adviser
Job Title/Role
IFA
Tell Us About Your Business (include a phone number if you're happy to receive calls)
I have been in the financial service industry for over 14 years working for Nationwide, Prudential and Huntswood, where I worked mainly in customer service and compliance roles.

This industry experience gave me a sound understanding to become a successful financial adviser at Edward Jones. This was when I first realised that this was the career I wished to embark upon.

I enjoy advising people as no one circumstances are ever the same. By exploring people needs I can add value by helping people to achieve their financial goals. Areas I give advice on include investments, pensions, annuities, Inheritance tax planning and protection.

I work on a truly personalised level and provide good honest advice which has gained me many referrals.
Business Website Address
http://www.pennymatters.co.uk
Describe A Good Business Lead For Yourself
Someone looking for financial advice!

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