St. James’s Place Wealth Management
Toby Coen DipPFS has significant experience in wealth management, currently serving as Business Acquisition Manager at St. James’s Place Wealth Management since October 2017, focusing on engaging individuals seeking a career transition into the industry. Previously held the role of Academy Engagement Manager at the same company, where the emphasis was on assisting potential candidates in exploring wealth management opportunities. From June 2015 to October 2017, Toby worked as a Business Acquisition Consultant, facilitating connections with Wealth Managers and Financial Advisors while aiding in the acquisition of various financial services. Additionally, Toby has experience as a Ski Technician at Precision Ski. Toby holds a Bachelor's Degree in Business Economics from Cardiff University, completed in 2014.
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