
Peter Rees
I have gained the diploma in investment planning with the Chartered Instittute of Bankers in Scotland. I am... | Montgomery, Wales, United Kingdom
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Peter Rees’s Emails pe****@ti****.co
Peter Rees’s Phone Numbers No phone number available.
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Peter Rees’s Location Montgomery, Wales, United Kingdom
Peter Rees’s Expertise I have gained the diploma in investment planning with the Chartered Instittute of Bankers in Scotland. I am also 20 credits away from gaining the diploma standard with the Chartered Insurance Institute (cii) Specialties: Full holistic financial planning
Peter Rees’s Current Industry Sterling Asset Management
Peter
Rees’s Prior Industry
Co Operative Insurance Services
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West Bromwich Building Society
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Barclays Bank
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Rbsnatwest
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Plan For Life Wealth Management
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Sterling Asset Management
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Work Experience

Sterling Asset Management
Senior Financial Consultant
Mon Sep 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Plan For Life Wealth Management
Independent Financial Adviser
Tue Nov 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Rbsnatwest
Senior Financial Planning Manager
Wed Jun 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Nov 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Barclays Bank
Financial Planning Manager
Sun Aug 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jun 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
West Bromwich Building Society
Financial Planning Manager
Sun Apr 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Aug 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Co Operative Insurance Services
Area Agent
Sun Mar 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Mar 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time)