Greenock, Inverclyde, United Kingdom
Senior Financial Consultant
Financial Services
Education
Cii 2015 — 2015
Certificate in Equity Release
Chartered Insurance Institiute (CII)
Levle 4 Diploma, Regulation and ethics, Personal Tax, Trusts
CeMap
Certificate in Mortgage Advice and Practice, Full Certificate , papers 1 2 and 3
Royal Life
Full Financial Planning Certificate 1 2 and 3
Cowdenknowes High School
Experience
Clark Gillone April 2009 - Present
Acorn Asset Mgt November 1993 - April 2008
Royal Life October 1992 - November 1993
Skills
Variable Annuities, Mortgage Marketing, Pension Funds, Lifetime mortgages, Financial Goals, Life Insurance, Strategic Financial..., Capital raising, Mortgage Advice, Investment advice..., Wealth Management..., Wealth Management, Wealth Accumulation, Financial Planning, Income Protection, Critical Illness, Retirement planning..., Retirement Savings, Asset Allocation, Protection, Holistic Financial..., Retirement Planning, Investment Management, SIPP, Estate and succession..., Inheritance Tax Planning, Savings, Personal Pensions, Fixed Annuities, Personal Financial..., Pensions, Retirement, Life cover, income..., Financial Planners, Investment Advisory, Relationship Management, Mortgage Lending, Equity Release, Independent Financial..., High Net Worth..., Financial Advisory, Investment Strategies, Estate Planning, Wealth, Asset Management, Investments, Financial Services