High Wycombe, Buckinghamshire, United Kingdom
Paraplanner at Business & Personal Investment Ltd
Financial Services
Experience
Business & Personal Investment Ltd June 2013 - Present
ABLH Financial July 2012 - June 2013
Honister Partners January 2011 - July 2012
Executive Advisory Services Ltd September 2005 - May 2010
Oury Clark 2003 - 2004
Skills
401k Rollovers, Protection, Protection..., Series 7, Mutual Funds, Pensions, SIPP, Investments, Fixed Annuities, Wealth Accumulation, Investment Advisory, ISAs, Insurance, Retirement Planning, Trusts, Estate Planning, Portfolio Management, Financial Advisory, Term Life Insurance, Unit Trusts, Paraplanning, Strategic Financial..., Life Insurance, Wealth Management, Inheritance Tax Planning, Mortgage Lending, Holistic Financial..., Equity Release, Asset Managment, Uniform Combined State..., Savings, Long-term Care, IRAs, Wealth, Investment Strategies, Critical Illness, Personal Finance, Retirement Savings, High Net Worth..., Roth IRA, Financial Planners, Retirement, Saving for Education, Superannuation, Wealth Management..., Investment Management, Asset Allocation, Personal Pensions, Personal Financial..., Income Protection