Nottingham, United Kingdom
Chartered Financial Planner at Serenity Financial Planning Ltd
Financial Services
Education
Kinder Institute 2014 — 2014
EVOKE 5 day Life Planning Training, Life Planning
University of Nottingham 1972 — 1975
B.Sc, Maths
AFPS
G10, G20, G30, G60, AF1, AF4, AF5, CF6, J10, R04, CF8, ER1, R08
Experience
Serenity Financial Planning Ltd September 2013 - Present
Tina Winter June 2010 - August 2013
Coutts July 2000 - August 2009
Hogg Robinson IFA October 1998 - July 2000
Grant Thornton LLP January 1980 - October 1998
HM Revenue & Customs August 1975 - January 1980
Skills
Analysis, Strategic Financial..., SIPP, Investment Advisory, Critical Illness, Retirement, Investment Management, Personal Finance, Financial Planners, Portfolio Management, Wealth Management, Pensions, Banking, Business Development, Alternative Investments, Income Protection, Financial Advisory, Training, Strategy, Tax, Wealth, Financial Planning, Investments, Mortgage Lending, Asset Allocation, Relationship Management, High Net Worth..., Savings, Estate Planning, Asset Management, Retirement Planning, Investment Strategies, Funding, Private Banking, CRM, Mutual Funds, Trusts, Protection, Wealth Accumulation, Financial Services, Inheritance Tax Planning, Wealth Management...