Advert description
I have a Masters Of Business Administration (MBA) from Durham University (upper 2:1).
I have a Business Studies BSc(Hons) 1st Degree.
I am a fully qualified Wealth Manager specialising in Investments and Portfolio management.
With over 25 years experience as a Wealth Manager / Financial Planner fully UK qualified in addition to an MBA qualification from Durham University.
I can offer training and presentations to schools, corporate and their employees on:
Making the most of what you have so you can have more of what you want in the future
Which is of course important; as its the future were we will all spend the rest of our lives.
Creating, Managing, Preserving and Protecting Wealth
Pensions
Investments
Life Insurance
Critical Illness Insurance
Income Protection
Mortgages
Personal Tax Planning
My teaching style is interactive and conversational.
I find this style to be the most complimentary and effective (value added).
I provide both a wide and deep coverage of the subject matters, enabling students to gain both a wide and in depth understanding of the subject.
Gary Williams
Wealth Management Coach
MBA(Durham) BSc(Hons) DIP(PFS) Cert(DIP) Cert(SMP) MAQ CeMAP AMA Cert(RER).