Hull, United Kingdom
Operations Director at Informed Financial Planning, Chartered Financial Planner
Financial Services
Education
Chartered Insurance Institute 2006 — 2012
Fellowship - Chartered Financial Planner, Financial Planning
Hymers College 1993 — 2000
Economics, History, English
Experience
Informed Financial Planning June 2011 - Present
Informed Financial Planning January 2009 - May 2011
Informed Financial Planning January 2008 - January 2009
Capital and Investment Brokers Ltd April 2006 - December 2007
Skills
Financial Advice, Asset Managment, Investment Advisory, Compliance Management, Retirement, Trusts, Equity Release, Wealth Management..., Pensions, Retirement Planning, Financial Planners, Wealth, Protection, Fixed Annuities, Funding, Inheritance Tax Planning, Strategic Financial..., Mortgage Lending, Financial Services, Financial Risk, Tax, Human Relations, Personal Protection, Estate Tax Planning, Financial Planning, Savings, FSA, Life Insurance, Saving for Education, Investment Strategies, Wealth Management, Employee Benefits, Asset Allocation, Risk Management, Income Protection, Organizational..., Retirement Income..., Paraplanning, Personal Finance, Financial Advisory, Management, Critical Illness, Alternative Investments, Operations Management, High Net Worth..., Compliance, Fixed Income, Estate Planning, SIPP, Investments