Charles Wood

Wealth Planning Manager at Bloomsbury Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
London, England, United Kingdom, UK
Skills

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Bio

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Credentials

  • Certified Financial Planner
    Chartered Institute for Securities & Investment (CISI)
    Feb, 2016
    - Nov, 2024
  • The STEP Certificate for Financial Services
    Society of Trust & Estate Practitioners
    Dec, 2010
    - Nov, 2024
  • IMC
    CFA UK
    Nov, 2009
    - Nov, 2024
  • Chartered Financial Planner
    Chartered Insurance Institute
    Dec, 2005
    - Nov, 2024

Experience

  • Bloomsbury Wealth
    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Wealth Planning Manager
      • Feb 2013 - Present

  • Caroline Banks & Associates Ltd
    • London, United Kingdom
    • Director
      • Jul 1997 - Dec 2012

      Financial Planning - Long Term Cash Flow Forecasting, Retirement, Protection, Wealth Transfer and Investments. Operations Director - Proceedures, Recruitment, Training and Office Managment. Financial Planning - Long Term Cash Flow Forecasting, Retirement, Protection, Wealth Transfer and Investments. Operations Director - Proceedures, Recruitment, Training and Office Managment.

Education

  • Staffordshire University
    2:1, Economics
    1992 - 1995

Community

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