Stansted Mountfitchet, Essex, United Kingdom
Director, K Mosby Financial Associates Ltd, a Partner Practice of St. James's Place Wealth Management
Financial Services
Education
Chartered Insurance Institute 2002 — 2012
Diploma Financial Planning, Diploma Financial Planning
Royal Military College Of Science Shrivenham 1994 — 1998
Bachelor of Engineering (BEng), Command and Control, Communications and Information Systems Management
Royal Military Academy Sandhurst 1992 — 1992
Military and Strategic Leadership
Experience
St. James’s Place Wealth Management July 2013 - Present
Lloyds TSB 2002 - 2013
British Army 1992 - 2002
Skills
Financial Risk, Trusts, Protection, Pensions, Personal Pensions, Finance, Strategic Financial..., Insurance, Banking, Investment Advisory, Investment Banking, Relationship Management, Asset Management, Wealth, Mortgage Lending, Investment Strategies, Small Business, Business, High Net Worth..., Project Delivery, Inheritance Tax Planning, Risk Management, Financial Planning, Retirement, Financial Advisory, Investments, Portfolio Management, Wealth Management..., Operational Risk..., Retirement Planning, Wealth Management, Savings, Holistic Financial..., Leadership, CeMAP, Business Process..., Stakeholder Management, Financial Services, Income Protection, Bonds, Programme Delivery, Investment Management, Private Banking, Business Transformation, Management, SIPP, Financial Planners, Personal Financial..., Project Portfolio...