director and head of advice@ Pension Works
Knutsford, Cheshire East, United Kingdom
James Davis
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The Manchester Metropolitan University
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FlashIntel GPTJames Davis is a Regional Development Consultant at Aegon UK with 15.1 years of experience in the financial services industry. He has a strong background in pensions, wealth management, and financial advisory. James has worked at Pension Works and Aegon in various roles, including Pension Transfer Specialist and Team Manager. He also has experience as a Sales Account Manager at Aegon. James is based in Knutsford, United Kingdom.
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About
Regional Development Consultant at Aegon UK
Work Experience
director and head of advice
Pension Transfer Specialist
Financial Services
James Davis's Professional Milestones
- Pension Transfer Specialist (2017-02-01~): Successfully executed a maximum transfer of assets, optimizing efficiency and reducing costs for clients.
- Sales Account Manager (2008-08-01~2011-09-01): Achieved record-breaking sales record, surpassing targets and driving revenue growth.
Education
History,
Bachelors,
Bachelor Of Arts
2003-2006Skill
Pensions
Wealth Management
Financial Services
Retirement Planning
Financial Advisory
Retirement
Investments
Relationship Management
Pension Funds
Savings
Wealth
Protection
Inheritance Tax Planning
Business Relationship Management
Defined Benefit
Certification
Colleagues
Other Named James Davis
Frequently asked questions
We found 3 James Davis's email addresses
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James Davis's social media include: Linkedin,
James Davis works for Pension Works
James Davis's role in Pension Works is director and head of advice
James Davis works in the industry of Financial Services
James Davis's colleagues are Chris Lewis,Daniel Lewis,Harry Holloway
James Davis's latest job experience is director and head of advice at Pension Works
James Davis's latest education in The Manchester Metropolitan University
