Graeme Jenkins

Financial Planner at Succession Group Ltd

Graeme Jenkins's Professional Contact Details

Email (Verified)
****@successiongroup.co.uk
HQ
+44 1752 762140
Location
Glasgow, Scotland, United Kingdom
Company
Succession Group Ltd
Person Seniority
entry
Person Functions
finance

Graeme Jenkins's Current Company Details

Succession Group is a national, wealth management advisory brand, which offers a truly differentiated advice service. We strive to deliver a richer and more rewarding experience, centered around achie...
Succession Group is a national, wealth management advisory brand, which offers a truly differentiated advice service. We strive to deliver a richer and more rewarding experience, centered around achieving life goals for private clients and providing a bespoke solution for corporate clients. Our philosophy is to provide accessible and experienced teams of wealth management professionals that understand clients' financial goals and objectives and build lasting relationships to secure those financial ambitions. Global best practice has consistently identified professional financial planning as the key to client value – not market timing or stock selection. Succession Group's Wealth Planners believe in continuous professional development and strive to be the very best in their profession. We provide a service-led, fee-based approach to investment business, and offer a transparent charging structure for specific products such as protection policies where we guarantee a level playing field for all providers proving no product bias. Succession Group brings together an expert management team with long experience in UK and global financial services, backed by a global financial services institution. We are committed to a service-led philosophy, with our clients at the heart of everything we do.
Founded Year
2014
Organization Website
successiongroup.co.uk
Organization Languages
English
Organization Revenue
35000
Current Technologies
netriplex
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wordpress org
apache
mobile friendly
jquery 1 11 1
bootstrap framework
google font api
recaptcha
vimeo
google analytics

Job Functions

Finance
Information Technology
Human Resources
Accounting
Business Development
Sales
Data Science
Operations
Consulting
Support
investment management
lifetime cash flow planning
corporate services
retirement planning
wealth protection
finance
b2b

Graeme Jenkins's Work History and Education

Succession Group Ltd
Financial Planner
2016 - Present

Colleagues at Succession Group Ltd

Trade Desk Administrator
Wealth Management Administrator

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