Phil Meeks

Current

• MD, Financial Intermediary at PRiMe Solutions Financial Management Ltd + PRiMe Wills & Trusts Solutions Ltd

Past

• Corporate Agent at M I Group
• Corporate Agent at Merchant Investors Assurance
• Co Director at Templegate Financial Management Limited

see less...

Education

• Mortimer Wilson

Recommendations

3 recommendations

Connections

72 connections

Industry

Investment Management

Websites

• My Website

Phil Meeks’s Summary

My 3rd Year Member of the TOP of Table of Million Dollar Round Table of 9th years membership of my best ever involvement of any organisation, due to people's finance's service now 29 years as of February 2009.

Why not simply visit the Million Dollar Round Table's web site at :-

www. MDRT.org

You will then have an excellent insight of our facilities within the worlds :-

PREMIER ASSOCIATION OF FINANCIAL PROFESIONALS

Membership approx 40,000 from 80 countries worldwide, giving very wide connectivity to people who I am now connected with as a result.

Phil Meeks’s Specialties:

Unique Asset Protection, Wealth Enhancement with Tax Mitigation Strategies, all supported by one of the UK's leading barrister's.

Phil Meeks’s Experience

• MD, Financial Intermediary

  PRiMe Solutions Financial Management Ltd + PRiMe Wills & Trusts Solutions Ltd

  (Privately Held; 1-10 employees; Financial Services industry)

  February 1981 — Present (29 years 8 months)

  I commenced service with no people, today servicing upwards of 750 people, from the start of my introduction into Merchant Investors Assurance Co Ltd, as a trainee consultant.
  
  I was trained by one of my best Mentors in the entire industry, Peter Harrison, he ensured I achieved the highest standards via internal Professional examinations at the highest industry standards, I attained by May 1987 as a Corporate Advanced Financial Adviser.
  
  Our new Wills & Trust's services to date now linked into a highly specialist area of Tax Mitigation, within the highest margins of Wealth Creativity, possible with the highest quality of Barrister's legal support throughout any transaction, each complex case is insured to a maximum £1 Million fee based advice level's.
  
  Total objectivity now aimed for our people, to ensure absolute retention of wealth each and or everyone creates today, or for their family or friends as their heirs, to totally enjoy.

• Corporate Agent

  M I Group

  (Privately Held; 5001-10,000 employees; Financial Services industry)

  October 1989 — June 1991 (1 year 9 months)

  Position achieved via advice to the public of financial products and guidance resulting of a constant Top 10 position as a leading Corporate Tied agent Financial Adviser within the MI Group also partially owned by the Cornhill & mighty German Aliance

• Corporate Agent

  Merchant Investors Assurance

  (Financial Services industry)

  1981 — 1991 (10 years )

• Co Director

  Templegate Financial Management Limited

  (Privately Held; 1-10 employees; Financial Services industry)

  June 1987 — November 1989 (2 years 6 months)

  Independent Financial Advisor

Additional Information

Phil Meeks’s Websites:

• My Website

Phil Meeks’s Interests:

Sportsmotorbike spare time spent in summer current version of Honda Fireblade of which is around 165 BHP. NIce and smoothly quick !!!

Phil Meeks’s Groups:

Member of worlds leading association of Financial Profesionals the Million Dollar Round Table. for the last 8 years 12 year of which in the local profesional developemnt group in Grantham, the accolade of the top 10% of membership after 3 years which is that of the Court of Table. 2 years todateTop of Table 2008-09

•    Wrap Platforms
•    Million Dollar Round Table (MDRT)

Phil Meeks’s Honors:

Having been around now for 28 years of our people's service's as a Life Assurance & Pensions adviser, this list is considerable, hence do not wish to look to over the top so, therefore no notes from hereon necessary