Slaithwaite, West Yorkshire, United Kingdom
Chartered Financial Planner & Certified Financial Planner at Serenity Financial Planning
Financial Services
Education
Kinder Institute of Life Planning 2009 — 2012
Registered Life Planner RLP, Life Planning
Institute of Financial Planning 2003 — 2012
Certified Financial Planner CFPCM, Financial Planning
Chartered Insurance Institute 1986 — 2012
Chartered Financial Planner APFS, Financial Planning and Services
Experience
Serenity Financial Planning August 2012 - Present
UKWM August 2000 - August 2012
Yorkshire Investment Group August 2000 - January 2011
Skills
Personal Pensions, Strategic Financial..., Trusts, Fixed Annuities, Lifestyle Planning, Paraplanning, Equity Release, Interpersonal..., Investment Advisory, Financial Advisory, Saving for Education, Financial Planning, Long-term Care, Asset Managment, SIPP, Retirement Planning, High Net Worth..., Investments, Inheritance Tax Planning, Cashflow Analysis, Asset Management, Personal Finance, Independent Financial..., Critical Illness, Protection, Cash Flow, Retirement Savings, Savings, Income Protection, Investment Management, Life Transitions, Money, Protection..., Asset Allocation, Portfolio Management, Wealth Management, Customer Service, Offshore Investments, Innovation, Investment Strategies, Tax, Financial Services, Unit Trusts, Personal Financial..., Financial Planners, Certified Financial..., Estate Planning, Wealth, Retirement, Pensions