Prem Shergill Email & Phone Number | Financial Planning Manager CeFA, CeMAP and DipFA qualified offering professional holistic financial advice. 24 year career in Finance working on a self-employed and employed basis. ● Achieved top status nationally for the last 5 years in Finance by excelling high levels of performance in Mortgages, Investments, Protection and General Insurance. ● Won competitions throughout career with confidence of achieving recognition. ● High business retention rates. ● Cross-sold into other areas of the business (Bank product and Will referrals). ● Supported Branch Managers to train wider teams to identify, maximise opportunities and overcoming objectives.

Prem Shergill

Financial Planning Manager CeFA, CeMAP and DipFA qualified offering professional holistic financial...
Harpenden, England, United Kingdom

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Prem Shergill’s Email pshergill@gwmfs.co.uk

Prem Shergill’s Phone Numbers

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Prem Shergill’s Location Harpenden, England, United Kingdom

Prem Shergill’s Current Industry Grosvenor Wealth Management

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Work Experience

Grosvenor Wealth Management

Independent Financial Advisor

2017-11-01T00:00:00.000Z - Present

The Will Associates

Field Sales Consultant

2017-04-01T00:00:00.000Z - 2017-11-01T00:00:00.000Z

Papa Johns

Proprieter/ Manager

2015-09-01T00:00:00.000Z - 2016-09-01T00:00:00.000Z

Newcastle Financial Services

Financial Planning Manager

2013-09-01T00:00:00.000Z - 2015-07-01T00:00:00.000Z

Axa Wealth

Financial Planning Manager

2011-11-01T00:00:00.000Z - 2013-05-01T00:00:00.000Z

The Co Operative Banking

Financial Adviser

2009-07-01T00:00:00.000Z - 2011-10-01T00:00:00.000Z

Co Operative Insurance Society

Financial Adviser

2005-06-01T00:00:00.000Z - 2009-07-01T00:00:00.000Z

Halifax Bank

Customer & Personal Banking Adviser

1999-07-01T00:00:00.000Z - 2005-10-01T00:00:00.000Z

Tesco

Section Manager

1997-09-01T00:00:00.000Z - 2005-05-01T00:00:00.000Z

The Works

Partner

1990-09-01T00:00:00.000Z - 1997-09-01T00:00:00.000Z

Nisa Supermarket

Partner

1983-07-01T00:00:00.000Z - 1990-09-01T00:00:00.000Z

Skills

No Skills Available

Languages

No Languages Available

FAQ About Prem Shergill

Prem Shergill is located at
Harpenden, England, United Kingdom

Prem Shergill is a Financial Planning Manager CeFA, CeMAP and DipFA qualified offering professional holistic financial advice. 24 year career in Finance working on a self-employed and employed basis. ● Achieved top status nationally for the last 5 years in Finance by excelling high levels of performance in Mortgages, Investments, Protection and General Insurance. ● Won competitions throughout career with confidence of achieving recognition. ● High business retention rates. ● Cross-sold into other areas of the business (Bank product and Will referrals). ● Supported Branch Managers to train wider teams to identify, maximise opportunities and overcoming objectives.

Prem Shergill currently works in the Grosvenor Wealth Management |

No Languages Available

Prem Shergill has prior
experience in the following industries:
The Will Associates | Papa Johns | Newcastle Financial Services | Axa Wealth | The Co Operative Banking | Co Operative Insurance Society | Halifax Bank | Tesco | The Works | Nisa Supermarket

Prem Shergill has the following professional experience:
Grosvenor Wealth Management | The Will Associates | Papa Johns | Newcastle Financial Services | Axa Wealth | The Co Operative Banking | Co Operative Insurance Society | Halifax Bank | Tesco | The Works | Nisa Supermarket