Dunstable, Bedfordshire, United Kingdom
Senior Financial Planning Adviser at HFB Financial Planning Ltd and Director of RDA Financial Planning Ltd
Financial Services
Education
Chartered Insurance Institute 2010 — 2011
Diploma in Financial Planning, Financial Planning and Services
Northfields Upper School 1984 — 1989
Maths, English, Geography
Experience
HFB Financial Planning Ltd December 2013 - Present
HSBC January 2005 - October 2013
HSBC April 1998 - January 2005
HSBC June 1997 - April 1998
Skills
Credit Risk, Financial Markets, Finance, Cross Selling, Inheritance Tax Planning, Personal Financial..., Portfolio Management, Private Banking, Retirement, Equities, Credit Analysis, Banking, Retirement Planning, Loans, Life Insurance, Mortgage Lending, Funding, Credit Cards, Mutual Funds, Retail Banking, Trade Finance, Asset Management, Financial Advisory, Investments, Relationship Management, Financial Risk, Savings, Fixed Income, Protection, Branch Banking, Wealth, Investment Strategies, Financial Services, Critical Illness, Wealth Management..., Asset Allocation, Structured Products, High Net Worth..., Consumer Lending, Financial Planners, Residential Mortgages, Pensions, Income Protection, Wealth Management, Cash Management, Strategic Financial..., Commercial Banking, Credit, Investment Management, Investment Advisory