Philip Day DipPFS IMC MIFS
Milton Keynes, United Kingdom
Senior Paraplanner & Research Analyst at Mazars
Financial Services
Education
Edinburgh Napier University 2014 — 2015
BA (Hons), Financial Planning and Services (Completing 2015)
Chartered Financial Analyst Society of the UK 2013 — 2013
Investment Management Certificate (IMC), Investments and Securities, Pass
Chartered Insurance Institute 2012 — 2015
Advanced Diploma, Diploma & All Specialist Technical Certificates, Financial Planning
The Open University 2006 — 2011
Diploma in Higher Education (Open), Business, Law, Financial Services, Book-Keeping & Accounting
ifs University College 2006 — 2011
CeFA, CeMAP, CeRGI, CSP, Financial Planning and Services
Experience
Mazars July 2014 - Present
Mazars UK September 2013 - August 2014
DeMontfort Financial Advisers LLP January 2013 - September 2013
UKWM May 2012 - December 2012
Self Employed January 2012 - May 2012
Coventry Building Society November 2006 - November 2011
Skills
Pensions, Protection, Retirement, Long Term Care Insurance, Personal Pensions, Financial Risk, Trusts, Wealth, Long-term Care, Residential Mortgages, Personal Financial..., High Net Worth..., Estate Planning, Strategic Financial..., Relationship Management, Paraplanning, Portfolio Management, Financial Advisory, Critical Illness, General Insurance, Insurance, Retail Banking, Asset Allocation, Wealth Accumulation, Savings, ETFs, Investments, Wealth Management, Equity Release, Unit Trusts, Personal Finance, Employee Benefits, Financial Services, Inheritance Tax Planning, Fixed Annuities, Asset Management, Finance, SIPP, Investment Management, Income Protection, Life Insurance, Retirement Planning, Investment Strategies, PRINCE2, Financial Planners, Wealth Management..., Holistic Financial..., Mortgage Lending, Bonds, Investment Advisory