Talk to sales Try for Free
Grant Devine

Grant Devine

Financial Planning Manager

Followers of Grant Devine718 followers
location of Grant DevineGreater Edinburgh Area

Connect with Grant Devine to Send Message

Connect

Connect with Grant Devine to Send Message

Connect

  • Timeline

  • About me

    Pension Transfer Specialist at Grange Wealth Management Ltd.

  • Education

    • Chartered Insurance Institue

      -
      Advanced Diploma - AF7 Pension Transfer Specialist Merit

    • Chartered Institute for Securities & Investments

      2011 - 2014

      Chartered Fellow of the Chartered Institute for Securities & InvestmentsCISI Level 7 Certificate in Private Client Investment Advice & Management

    • Chartered Insurance Institute

      1992 - 2014
      Fellowship Personal Financial Planning

      CII Exams Passed:Advance Diploma – AF1, G10, G20, H15, AF5 & AF6 Diploma – JO6, RO1 RO4 R06 RO8 Certificate – CF1, CF2, CF3, CF4, CF6, CF 8, ER1, FA1, FA2, FP1, FP2, GR1 & RO5 CII Diploma Completed. All required gap fill completed and I am therefore RDR compliant for retail clients with 412 credits

  • Experience

    • Royal Scottish Assurance

      Feb 1992 - Jan 2002
      Financial Planning Manager

    • RBS Private Banking

      Jan 2002 - Jun 2010

      RBS Private Banking; Edinburgh Jan 2002 - Jan 2005

      • Area Manager

        Jan 2005 - Jun 2010

      • Senior Private Banking Manager

        Jan 2002 - Jan 2005

    • RBS Private Banking & Advice

      Jul 2010 - Dec 2010
      Acting Regional Director

    • RBS Private Clients Group

      Jan 2011 - Jul 2017
      Regional Manager Scotland & North England

      Grant leads a team of 7 advisers who each advise a portfolio of business and private clients predominately within RBSG. The Private Client Group proposition is aimed at High Net Worth clients with capital exceeding £1M or annual income of £500,000. Grant's responsibilities are:Coach, lead and motivate team of experienced financial planners Supervise the provision of compliant financial advice to high net worth clients.Management of new and existing client relationshipsDevelop strong working relationships with Key Stakeholders to receive introductions.Planning & implementation of new business streams within RBSG. Show less

    • GRANGE WEALTH MANAGEMENT LTD.

      Aug 2017 - Aug 2022
      Pension Transfer Specialist

      Grange Wealth Management is an Edinburgh based independent financial advisory firm that focuses on private wealth management. I provide the business and its clients with technical expertise specificially in the area of Pension Freedoms and inter-generational Estate Planning.

  • Licenses & Certifications

    • Qualified in RO8 Pensions Update with CII

      Chartered Insurance Institute
      Dec 2015

  • Honors & Awards

    • Awarded to Grant Devine
      Fellow of CISI Chartered Institue for Securities & Investments Jun 2014