Colchester, United Kingdom
Imagine: your future secure, confident you have enough money to make the most of your life; that's Financial Planning
Financial Services
Education
Institute of Financial Planning 2008 — 2009
CFP, Certified Financial Planner Licence
Nottingham Trent University 1995 — 1996
Postgraduate Diploma in Legal Practice (LPC), Diploma in Legal Practice, Commendation
Cardiff University 1992 — 1995
LLB, Law & Politics
Experience
Woodruff Financial Planning March 2003 - Present
Colchester Carnival August 2012 - Present
Colchester Carnival July 2010 - July 2012
Friends Provident June 1999 - March 2003
Prudential June 1996 - June 1999
Skills
Financial Advisory, Bonds, Tax, Critical Illness, Management, Financial Advice, Investment Strategies, independent financial..., High Net Worth..., Pensions, Comprehensive Financial..., Trusts, Personal Financial..., Lifestyle Financial..., Cash Flow Forecasting, Wealth Accumulation, Income Protection, Inheritance Tax Planning, Finance, Investments, Money, Protection, Certified Financial..., Strategic Financial..., Wealth, Financial Modeling, Retirement Planning, Estate Planning, Independent Financial..., Portfolio Management, Asset Allocation, Asset Managment, Financial Services, Financial Goals, Personal Finance, Holistic Financial..., SIPP, Mutual Funds, Small Business, Risk Tolerance, Savings, Life Insurance, Investment Advisory, Retirement, Financial Planners, Investment Management, Financial Planning, Wealth Management, Term Life Insurance, Wealth Management...