Boston, Lincolnshire, United Kingdom
Independent Financial Adviser for Chattertons
Financial Services
Education
Chartered Insurance Institute 2011 — 2012
Diploma, Regulated Financial Planning
Boston Grammar School 1999 — 2008
All sorts
Experience
The Conservative Party April 2015 - Present
Chattertons Solicitors March 2014 - Present
Boston and Skegness Conservative Association 2015 - 2015
Fydell House Centre March 2013 - August 2014
Cotswold Independent Financial Services Ltd May 2011 - March 2014
ifaplanner.biz September 2010 - February 2011
Barclays Brokers May 2008 - February 2011
Skills
Insurance, Income Protection, Relationship Management, Investment Advisory, Strategic Financial..., Financial Planners, Estate Tax Planning, Investment Portfolio, High Net Worth..., Inheritance Tax Planning, Wealth, Retirement Income..., Portfolio Strategy, Portfolio Management, Modern Portfolio Theory, Charitable Giving..., Strategy, Life Insurance, Funding, Investments, Savings, Trusts, Profit & Loss Management, Critical Illness, Finance, Financial Planning, Management, Wealth Management, Wealth Accumulation..., Pensions, Retirement, Mutual Funds, Asset Managment, Investment Strategies, Financial Services, Business, Financial Advisory, Asset Management, Wealth Preservation..., Wealth Management..., Trust Management, Multi-generational..., Employee Benefits Design, Retirement Planning, Wealth Preservation..., Efficient Market..., Wealth Accumulation, Estate Planning, Independent Financial..., Retirement Plan...