Bobbi Shadbolt

Paraplanner at Lumin Wealth
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
UK
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • R04 Pensions and Retirement Planning
    Chartered Insurance Institute
    Mar, 2023
    - Nov, 2024
  • R05 Financial Protection
    Chartered Insurance Institute
    Oct, 2022
    - Nov, 2024
  • LP2 Financial Services Products and Solutions
    Chartered Insurance Institute
    Jan, 2020
    - Nov, 2024
  • R01 Financial Services, Regulation and Ethics
    Chartered Insurance Institute
    Apr, 2019
    - Nov, 2024

Experience

  • Lumin Wealth
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Paraplanner
      • Feb 2022 - Present

  • Enhance Wealth Management
    • Trainee Paraplanner
      • Apr 2019 - Present

    • Client Support Administrator
      • Jul 2018 - Apr 2019

  • The Orchard Practice
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Planning Assistant
      • Jun 2014 - Jul 2018

Education

  • Hertswood School
    2007 - 2014

Community

You need to have a working account to view this content. Click here to join now