True Wealth Group
Omar M. is an experienced financial professional currently serving as the Financial Planning Support Manager at True Wealth Group since September 2022. With a diverse background in the finance sector, Omar previously held roles including Senior Business Support at Gallagher, Sales Support to the Joint Managing Director at SMG Financial Services Ltd, and Financial Planning Client Services Officer at Consumer Wealth. Omar has extensive experience in pension investment products, client relationship management, and administrative support. Recognized as the top retirement income specialist in 2013, Omar also has experience in life insurance sales and marketing, having worked at Jump Money Ltd and as a Marketing Intern at Empresa Municipal Promoción de Madrid. Educational qualifications include a BA (Hons) in Marketing & Spanish from Leeds Beckett University and a BA (Hons) in Marketing from University San Pablo-CEU.
This person is not in any teams
True Wealth Group
The True Wealth Group’s management team has been providing financial planning, wealth management, consultancy and other services together for 20 years. Most recently it has assembled a tribe of like-minded people to capitalise on the incredible opportunities developed over the last 2 decades: • delivering a first class financial planning wealth management service to affluent and high net worth clients • acquiring and integrating some of the best boutique IFA practices in the UK • establishing value accretive and lead generative joint ventures with other businesses/professions • deploying its ‘turnkey’, ‘enhance & uplift’ solutions to realise ‘true value’ with the parties it works with Independently owned and run, we grow organically and through the acquisition of financial planning and wealth management firms who share our philosophy and our core values. With its head office in Leeds, the True Wealth Group has 5 offices across the UK (including Northern Ireland) serving the needs of clients UK wide. Explore our website (www.truewg.com) to find out more about us as a Group, what we stand for and what we mean by ‘True Wealth’. Our proposition is the same across the group, so if you are a wealthy individual or business owner who would like us to work with you on achieving your True Wealth visit one of the brands on our website or send us a message through Linked In.