Anthony Blake DipPFS

Principal at Anthony Blake Financial Planning
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Contact Information
us****@****om
(386) 825-5501
Location
Glasgow, Scotland, United Kingdom, UK

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Credentials

  • Diploma in Regulated Financial Planning
    Chartered Insurance Institute
    Nov, 2020
    - Oct, 2024
  • Cyber Essentials Plus
    The IASME Consortium Ltd
    Dec, 2022
    - Oct, 2024
  • Certificate in Retail Banking Conduct of Business
    Institute of Financial Services

Experience

  • Anthony Blake Financial Planning
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Principal
      • Nov 2021 - Present

      Currently providing financial planning to individuals and business owners encompassing: Protection - Life & Critical illness insurance, Income protection, Business protection etc Investment planning - Solutions for the medium to long term Retirement planning - Saving for retirement and accessing your pension upon retirement Open to chat with anyone who needs help. Feel free to message, connect & share with your network. Currently providing financial planning to individuals and business owners encompassing: Protection - Life & Critical illness insurance, Income protection, Business protection etc Investment planning - Solutions for the medium to long term Retirement planning - Saving for retirement and accessing your pension upon retirement Open to chat with anyone who needs help. Feel free to message, connect & share with your network.

  • Lloyds Banking Group
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Fraud Specialist
      • Mar 2021 - Nov 2021

    • Customer Service Superviser
      • Sep 2019 - Mar 2021

    • Bank Manager
      • Jan 2015 - Sep 2019

    • Personal Banking Manager
      • Apr 2013 - Jan 2015

    • Internet Banking Consultant
      • Jan 2011 - Apr 2013

  • Bank of Scotland
    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Telephone Banking Consultant
      • Feb 2008 - Jan 2011

Education

  • Chartered Insurance Institute
    Diploma, Regulated Financial Planning
  • Glasgow College Of Building And Printing
    Quantity Surveying
    2003 - 2006
  • Bannerman High School
    1998 - 2003

Community

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