Bristol, United Kingdom
Investment Reviewer at Equiniti Hazell Carr
Financial Services
Education
CISI 2014 — 2014
UK Regulation, Ethics and Professional Integrity, Finance and Financial Management Services, Pass
CISI 2014 — 2014
Securities, Finance, General, Pass
CISI 2014 — 2014
Investments and Tax, Finance, General, Pass
Chartered Institute of Securities and Investments 2012 — 2012
Introduction to Securities and Investments (International), Pass
Chartered Insurance Institute 2008 — 2008
H15 - Supervision and Sales in a Regulated Environment, Managing Regulated Sales Team, Pass
Certificate of Financial Advisers 1999 — 1999
CeFA 1,2 & 3, Financial Planning and Services, Pass
St. Aiden's RC School 1987 — 1993
Advanced Level, 5 A Levels - Maths (B), Art (A), Geography (A), General Studies (A), Physics (C)
Experience
Equiniti Hazell Carr April 2015 - Present
Fund Advisers July 2014 - December 2014
Fortu-Family June 2012 - June 2014
Lloyds Banking Group January 2011 - May 2012
Lloyds Banking Group January 2006 - December 2010
Lloyds Banking Group June 1999 - February 2004
Halifax May 1994 - May 1999
Skills
Banking, Fixed Income, Wealth Management..., Life Insurance, Wealth Management, Portfolio Management, Income Protection, Structured Products, Investment Management, Investment Strategies, Retirement, Savings, High Net Worth..., Retirement Planning, Protection, Personal Finance, Wealth, Pensions, Holistic Financial..., Funding, Equities, Personal Financial..., Investment Advisory, Asset Allocation, Financial Risk, Bonds, Mutual Funds, Insurance, Financial Services, Financial Advisory, Private Banking, Financial Planners, Alternative Investments, Mortgage Lending, Finance, Risk Management, Asset Management, Retail Banking, Loans, Fixed Annuities, Financial Markets, Investment Banking, Inheritance Tax Planning, Relationship Management, Critical Illness, Estate Planning, Sales Management, Investments, Securities, Strategic Financial...