Abbey Wealth Spain – qualified and registered?
If you have been following Pension Life´s blogs, you will know that we have been conducting a series of investigations into qualified and registered financial advisers in various firms. Today, Abbey Wealth Spain – qualified and registered?
Advisers and their clients are invited to add to it, correct it and improve it. Here are the links to the three registers if you want to double check:
https://www.libf.ac.uk/members-and-alumni/sps-and-cpd-register – DipFA
Please note that this data was correct as at 9 a.m. 04/07/2018
‘Our specialist advisers help identify solutions that benefit your expatriate status.’ Abbey Wealth’s mission statement. UPDATE!!!!! We have been sent information regarding the advisers working for Abbey Wealth. The others have provided certificates of their qualifications. 04/02/2019
- Ben Noifeld – Senior wealth adviser in the Spanish Office – is on CII register
- Calvin Thomas – Managing Partner – IS on CII AND CISI registers
- Christian Holbrook – Senior wealth manager – currently working towards alternative qualification
- Craig Allanson – Senior International Pensions Adviser is on CII register
- Henry Kent – Wealth Manager – Accredited Product Adviser in Pensions, Loans and savings and investments
- Iain Henderson – Senior Wealth Manager – LIA – QFA – Financial Adviser
- Iain Morran McKay – Senior international Pensions adviser – Listed on CII
- Iwan Thomas – Senior Wealth Manager – QFA
- Jason Swan – Senior Wealth Manager – Accredited Product Adviser in Pensions, Loans and savings and investments
- Joan Mckenna – Senior Wealth Manager – The Institute of Banking states she is qualified in pensions
- Kasie Soler – Senior Wealth Manager – on CII register
- Liam Speake – Senior Partner, Wealth Management Services – Accredited Product Adviser in Pensions, Loans and savings and investments
- Mark Smith – Senior International Pensions – on CII register
- Nick Holmes – Head of Wealth Management – on CII register
- Oliver Medina – Senior Wealth Manager – QFA
- Paul Griffiths – Senior Wealth Manager – Listed on CISI register
- Simon Baker – Senior Wealth Manager– QFA
- Simon Barlette – Senior Wealth Manager – QFA
Abbey Wealth Spain – well done for the update!
Here in the PL office we are glad that our blogs make a difference.