Adam Ramsey

Financial Advisor at Burfields House Wealth Management Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Uckfield, England, United Kingdom, GB

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Credentials

  • R04
    Chartered Insurance Institute
    Aug, 2022
    - Sep, 2024
  • R02
    Chartered Insurance Institute
    Jul, 2022
    - Sep, 2024
  • R03
    Chartered Insurance Institute
    Jun, 2022
    - Sep, 2024
  • R05
    Chartered Insurance Institute
    Jan, 2022
    - Sep, 2024
  • R01
    Chartered Insurance Institute
    Nov, 2021
    - Sep, 2024

Experience

  • Burfields House Wealth Management Ltd
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Dec 2022 - Present

  • St. James’s Place
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Associate Partner
      • Jun 2022 - Dec 2022

      Training to become a wealth manager at Burfields House Wealth Management Training to become a wealth manager at Burfields House Wealth Management

  • Nationwide Building Society
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Branch Manager
      • Nov 2017 - Jun 2022

    • Quality Supervisor
      • Nov 2014 - Nov 2017

      Supervising a team of 16 across the South East

    • Branch Manager
      • Nov 2013 - Nov 2014

    • Personal Banking Manager
      • Jul 2012 - Nov 2013

    • Customer Account Manager
      • Jan 2011 - Mar 2012

    • Customer Account Manager
      • Jan 2011 - Mar 2012

    • Customer Host
      • Oct 2008 - Jan 2011

    • Customer Service Representative
      • Oct 2007 - Oct 2008

Education

  • Chartered Insurance Institute
    Financial Planning and Services, R01, R02, R03 R04 & R05
    2021 - 2022
  • Southdowns College
    A level Business Studies
    2005 - 2007
  • Chailey
    -

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