Stuart Garlick

Regional Manager | Specialist Financial Advice To Dentists at Wesleyan Assurance Society

Stuart Garlick is a seasoned professional with over 35 years of experience in the banking and financial planning sector, currently serving as a Regional Manager at Wesleyan since February 2006. With a strong focus on providing specialist financial advice to dentists and medics, Stuart has cultivated extensive expertise in financial planning over the past 18 years. Previously, positions held include Senior Area Manager and Area Manager at Wesleyan, and Financial Consultant at J.P. Morgan, where responsibilities included managing international fund accounting services. Earlier in their career, Stuart worked at Lloyds Banking Group in various roles, including Branch Manager and Financial Consultant, where significant contributions were made to enhance sales performance and maintain compliance standards. Stuart holds a Diploma in Financial Planning from the Chartered Insurance Institute.

Links

Previous companies

Lloyds Banking Group logo


Teams

This person is not in any teams