Anthony Phillips FPFS
Senior Paraplanner at Monenti Partners- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
UK
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Credentials
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Advanced Diploma in Financial Planning
Chartered Insurance InstituteDec, 2020- Sep, 2024 -
Fellowship
Chartered Insurance InstituteDec, 2020- Sep, 2024 -
Diploma in Financial Planning
Chartered Insurance InstituteSep, 2016- Sep, 2024 -
Diploma in Regulated Financial Planning
Chartered Insurance InstituteSep, 2016- Sep, 2024 -
Award in Pensions Update
Chartered Insurance InstituteJun, 2016- Sep, 2024 -
Certificate in Financial Services
Chartered Insurance InstituteOct, 2014- Sep, 2024 -
Certificate in Financial Planning
Chartered Insurance InstituteNov, 2013- Sep, 2024 -
Certificate in Life and Pensions
Chartered Insurance InstituteOct, 2013- Sep, 2024
Experience
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Monenti Partners
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United Kingdom
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Financial Services
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1 - 100 Employee
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Senior Paraplanner
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Sep 2021 - Present
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Senior Paraplanner
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Nov 2020 - Sep 2021
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Paraplanner
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Sep 2018 - Nov 2020
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Client Support
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Mar 2018 - Sep 2018
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Business Support
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Sep 2017 - Mar 2018
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Administrator
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Oct 2016 - Aug 2017
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Roundhouse Financial Services
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United Kingdom
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Financial Services
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1 - 100 Employee
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New Business Administrator
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Apr 2012 - Oct 2016
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Education
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University of Leeds
Bachelor of Arts (BA), Political Studies -
Beths Grammar School
Community
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