Tim Atkin (DipFA, CeMAP, CeRER, MIFS)
Leeds, United Kingdom
Helping people keep more of what they earn...
Financial Services
Education
Institute of Financial Services 2013 — 2016
Looking to obtain various Certificates, 2 x Diplomas, 1 Award & 1 Advanced Diploma (Chartered), Financial Planning and Services, Level 3 (Certified) & Level 4 (Diplomas) & gap filling to Level 6 (Chartered)
Chartered Institute of Insurance 1994 — 2018
Hold various Certificates, then looking to gap-fill to Chartered (AFPS) & then to Fellowship (FCII), Financial Planning and Services, Level 3 (Certified), Level 4 & 6 (Diploma & Chartered) & gap filling to Fellow
Queens Gardens College, Hull 1981 — 1982
B-Tec, Business Studies Diploma, Diploma
South Hunsley School, Melton (Near Hull) 1977 — 1981
N/A, Various, GCE 'O' Levels
Fulford 1975 — 1977
N/A, Various, N/A
Experience
Lindley Financial Management January 2015 - Present
Wealth Tree Consultancy January 2011 - Present
Group Trader January 2013 - Present
Connaught Asset Management July 2008 - January 2011
Positive Solutions July 2007 - September 2010
Prudential Assurance March 1992 - March 2007
Wilco Motor Spares December 1982 - March 1992
Homebase December 1986 - January 1988
Other Companies I've done some work with: July 1982 - December 1982
Skills
Asset Management, Financial Advisory, Investment Advisory, Investment Strategies, Life Insurance, Compliance, Pensions, Discretionary Fund..., Critical Illness, Retirement, Financial Services, Growing Money, Auto-Enrolment, Onshore Investments, ETF's, Account Managership, Research & Development..., Strategic Financial..., Distribution Strategies, EIS & SEIS, Investments, Public Speaking, Para-Planning & Report..., Financial Planning, IT Solutions, Wealth, Tax Planning, Trusts, Offshore Investments, Business Development, Impact Investing, Saving Money, Traded Endowment Plans, Management, Financial Planners, Sales Distribution, Ethical/Green Investing, Specialist Investments, Portfolio Management, Wealth Management, SIPP, Funding, Wealth Management..., Specialist Pensions, RDR Planning, Alternative Investments, High Net Worth..., Insurance, Due Diligence, Savings