Prenton, Merseyside, United Kingdom
Financial Planner at Moneytree Wealth Management
Financial Services
Education
The Open University 2013 — 2019
Bsc Economics & Mathematical Sciences, Economics
IFS School of Finance 2011 — 2012
Diploma in Financial Advice, Financial Planning and Services, QCF Level 4
Wine & Spirits Education Trust 1989 — 1990
Diploma in Wines & Spirits, Wines & Spirits, QCF Level 4
University of Wales, Swansea 1975 — 1978
BSc, Economics & Materials Science
Kingsbridge Comprehensive School 1968 — 1975
3 'A' Levels, Maths, Economics & Geography
Experience
Moneytree Wealth Management January 2012 - Present
Co-operative Financial Services June 2009 - October 2011
Travelodge Hotels Limited July 2008 - June 2009
Birmingham Midshires November 2007 - July 2008
Edward Jones January 2006 - November 2007
Thresher Group June 2003 - January 2006
Thresher Group September 1978 - June 2003
Skills
Independent Financial..., Retirement Planning, Microsoft Office, Asset Allocation, Mortgage, Critical Illness, Risk Management, Personal Financial..., Protection, Inheritance Tax Planning, Equity Release, Retail, Financial Advisory, Equities, Team Management, Funding, Long-term Care, Wealth Accumulation, Mutual Funds, Finance, Wealth Management..., Residential Mortgages, Portfolio Management, Financial Analysis, Risk, Estate Planning, Financial Advice, Savings, Life Insurance, Financial Planning, Customer Service, Investment Strategies, Retirement, Financial Planners, Investment Management, Strategic Financial..., Income Protection, Customer Relations, High Net Worth..., Insurance, Compliance, Wealth, Fixed Annuities, General Insurance, Wealth Management, Investments, SIPP, Business Protection, Pensions, Investment Advisory