Truro, United Kingdom
Financial Planning Consultant
Financial Services
Education
Chartered Insurance Institute
Diploma Financial Services, Pensions, Investments, Life Assurance, Personal & Corporate Financial Planning
The Sheppey School
Experience
Harris Begley Financial Planning June 2004 - Present
Your Move 2004 - 2004
Countrywide Assured 1995 - 2003
NatWest 1994 - 1995
Allied Westminster 1990 - 1991
Skills
Inheritance Tax Planning, Residential Mortgages, Mortgage Lending, Finance, High Net Worth..., Pension Advice, Trusts, Long Term Care, Financial Services, Investment Strategies, Insurance Planning, Bonds, Term Life Insurance, Disability Insurance, Investment Advisory, Protection, Strategic Financial..., Wealth, Financial Advisory, Insurance, Life Insurance, Wills, Wealth Management, Retirement Savings, Mutual Funds, Financial Planners, Long-term Care, Employee Benefits, Equity Release, Asset Allocation, Critical Illness, Income Protection, Commercial Mortgages, Income Tax, Personal Finance, Retirement, Savings, Retirement Income..., Pensions, Commercial Insurance, General Insurance, Mortgage & Protection..., Financial Planning, Estate Planning, Portfolio Management, Investments, Retirement Planning, Wealth Accumulation, Fixed Annuities, Annuities