Gaynor Young DipFA MIFS CeMap
Chester, United Kingdom
Professional Financial & Morgage Adviser
Financial Services
Education
Institute financial services 2010 — 2011
Diploma Financial Advisors, IFS level 4 Diploma
The chartered insurance institute 2007 — 2007
CF2, Investment and risk
The chartered insurance institute 1999 — 2000
Financial planning certificate, CeMap
The chartered insurance institute 1996 — 1997
FPC 1,2,3, Financial planning certificate
Experience
Lighthouse Financial Advice July 2013 - Present
AXA Wealth January 2005 - May 2013
Britannia Financial Planning Limited August 1997 - January 2005
Prudential Assurance June 1992 - August 1997
Skills
Investment Strategies, Finance, Wealth Management..., Critical Illness, Financial Planners, Private Banking, Retirement Planning, Asset Allocation, Investment Management, Financial Advisory, Asset Management, Life Insurance, Wealth Management, SIPP, Pensions, Retirement Savings, Bancassurance, Wealth, Equity Release, Mutual Funds, Investment Advisory, Financial Risk, Relationship Management, Mortgage Lending, Wealth Accumulation, Retirement, Personal Finance, Fixed Annuities, Savings, Personal Financial..., Financial Services, Holistic Financial..., Retail Banking, Strategic Financial..., Inheritance Tax Planning, Mortgage Marketing, Estate Planning, Protection, Income Protection, Investments, General Insurance, Residential Mortgages, Unit Trusts, Banking, High Net Worth..., Term Life Insurance, Personal Pensions, Insurance, Proposition Development, Portfolio Management