Kilmarnock, United Kingdom
Independent Financial Adviser
Financial Services
Education
Ayr College 1983 — 1985
Diploma in Hotel, Catering and Institutional Operations
St Josephs Academy 1977 — 1982
Mathematics, English, Accounts, Economics, Arithmatic, Art, Food & Nutrition
CII
J01 personal taxation
CII
J01 Personal taxation, self study
Self study
Mortgage Advice Qualification
self study
Financial Planning Certificates 1, 2 and 3.Equity Release. IFS level 4 Diploma for Financial Advisers
Experience
Willplanner January 2007 - Present
Julie McIntosh Independent Financial Adviser December 2005 - Present
Julie Mcintosh Dip FA March 2000 - Present
Positive Solutions 2006 - 2011
Skills
Asset Management, Fixed Annuities, SIPP, Residential Mortgages, Portfolio Management, Asset Allocation, Mortgage Lending, Life Insurance, Savings, Financial Planners, Critical Illness, Pensions, Trusts, Investment Strategies, Financial Advisory, Wealth, Personal Financial..., Equity Release, Estate Planning, Protection, Term Life Insurance, Strategic Financial..., Financial Planning, Holistic Financial..., Investments, Mortgage Marketing, Wealth Management, Investment Management, Powers of Attorney, Personal Finance, Wealth Management..., Retirement Planning, Inheritance Tax Planning, Debt Management, Income Protection, High Net Worth..., Independent Financial..., Investment Advisory, Retirement, Commercial Mortgages, Legal Advice, Wills, Funding, Wealth Accumulation, Mutual Funds, Bonds, Financial Services