Christchurch, Dorset, United Kingdom
IFA at Eastwood Financial Solutions Ltd
Financial Services
Education
IFS - Institute of Financial Studies 2010 — 2012
Financial planning diploma, Financial Planning and Services, Pass
Highcliffe Comprehensive 1983 — 1988
Brockenhurst College
The Open University
Financial and social economics, Finance and Financial Management Services
Experience
Eastwood Financial Solutions Ltd June 2012 - Present
Colin Hookey Investment Consultants Ltd January 2008 - May 2012
Abbey Life February 1988 - March 2003
Skills
Investments, Business Strategy, Independent Financial..., Asset Managment, Personal Pensions, Financial Services, Financial Planners, Mortgage Lending, Equities, Investment Advisory, Insurance, Wealth, Wealth Accumulation, Retail Banking, Estate Planning, Retirement, Unit Trusts, Fixed Income, Asset, Asset Allocation, Stakeholder Management, Mutual Funds, Trusts, Financial Advisory, Wealth Management..., Holistic Financial..., Tax, Pensions, Risk Management, Protection, Critical Illness, Savings, Bonds, Investment Strategies, Banking, Portfolio Management, Inheritance Tax Planning, Alternative Investments, Income Protection, SIPP, Offshore Investments, Fixed Annuities, High Net Worth..., Long-term Care, Strategic Financial..., Financial Risk, Retirement Planning, Investment Management, Equity Release, Wealth Management