Profiel
Ms. Liz H.
Rae is an Advisory Services Manager at The Share Centre Ltd.
She joined The Share Centre’s advice team as an Investment Adviser in 2009, before taking on the Advisory Services Manager role in 2011.
She is responsible for the online investment guidance services and undertakes media opportunities as and when they arise on advice related matters.
Ms. Rae is an industry experienced professional having previously held a number of roles in management and sales & marketing across life office and IFA environments.
She also has considerable experience working in client facing advisory roles, identifying client needs and providing solutions to those needs on an individual basis.
Ms. Rae holds the Financial Planning Certificate as well as Private Client Investment Advice & Management, Chartered Wealth Manager status, and a Statement of Professional Standing.
Eerdere bekende functies van Liz H. Rae
Bedrijven | Functie | Einde |
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The Share Centre Ltd.
The Share Centre Ltd. Investment ManagersFinance The Share Centre Ltd. (TSC) is an investment management firm headquartered in Manchester, UK. Founded in 1990, the firm was acquired in 2022 by Interactive Investor Services Ltd., which is ultimately owned by abrdn Plc (LON: ABDN). TSC provides investment advisory services to private individual investors and businesses around the UK. | Corporate Officer/Principal | 01-05-2014 |
Ervaring
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Bedrijven in privébezit | 1 |
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The Share Centre Ltd.
The Share Centre Ltd. Investment ManagersFinance The Share Centre Ltd. (TSC) is an investment management firm headquartered in Manchester, UK. Founded in 1990, the firm was acquired in 2022 by Interactive Investor Services Ltd., which is ultimately owned by abrdn Plc (LON: ABDN). TSC provides investment advisory services to private individual investors and businesses around the UK. | Finance |