Andrew Brown
Financial Planner at Just Financial Planning Ltd- Claim this Profile
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Topline Score
Bio
Credentials
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Diploma in Regulated Financial Planning
Chartered Insurance InstituteNov, 2020- Sep, 2024 -
R04
Chartered Insurance InstituteNov, 2020- Sep, 2024 -
R02
Chartered Insurance InstituteOct, 2020- Sep, 2024 -
R06
Chartered Insurance InstituteAug, 2020- Sep, 2024 -
R03
Chartered Insurance InstituteMar, 2020- Sep, 2024 -
R05
Chartered Insurance InstituteDec, 2019- Sep, 2024 -
R01
Chartered Insurance InstituteAug, 2019- Sep, 2024
Experience
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Just Financial Planning Ltd
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United Kingdom
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Financial Services
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1 - 100 Employee
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Financial Planner
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Apr 2023 - Present
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Mark Barclay Wealth Management
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United Kingdom
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Financial Services
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1 - 100 Employee
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Financial Planner
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Oct 2020 - Apr 2023
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Paraplanner
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Aug 2017 - Oct 2020
I am predominantly responsible for the Paraplanning within the company, which involves preparing and administering Financial Reports for clients. I am predominantly responsible for the Paraplanning within the company, which involves preparing and administering Financial Reports for clients.
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Lloyds Banking Group
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United Kingdom
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Financial Services
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700 & Above Employee
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Investment Reviewer
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Dec 2014 - Aug 2017
I'm responsible for the managing and servicing of investment portfolios for high net worth clients. My role involves close working relationships with Private Banking relationship teams based all across the country. I'm responsible for the managing and servicing of investment portfolios for high net worth clients. My role involves close working relationships with Private Banking relationship teams based all across the country.
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Community
