Billy Preston

Area Premier Director

Billy Preston is a seasoned financial professional with extensive experience in the banking and wealth management sectors. Since beginning the career at CIS as a Financial Advisor from August 2006 to July 2007, Billy has held various positions at HSBC, including Mortgage & Protection Manager, Area Mortgage & Protection Manager, Wealth Manager, and Operational Lead. Notably, during a tenure from July 2007 to August 2013, significant responsibilities included line management of 12 Mortgage Advisers. Billy further enhanced qualifications through education at IFS and CII, obtaining degrees such as CEFA, CeMAP, Diploma in Financial Planning (DipPFS), and Certificate in Advanced Mortgage Advice (Cert SMP).

Location

Newcastle Upon Tyne, United Kingdom

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