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Claire Risby Dippfs
Director at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Arete Financial Limited</span>
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Location
Chichester, England, United Kingdom, GB
Skills
- Retirement Planning
- Pensions
- Investments
- Financial Advisory
- Financial Services
- Show all
Bio
Generated by
Topline AI
Experience
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Arete Financial Limited
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Chichester
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Director
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Feb 2017 - Present
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Chichester
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Precision Paraplanning Ltd
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Chichester
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Senior Paraplanner
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May 2014 - Jan 2017
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Chichester
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United Kingdom
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Financial Services
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100 - 200 Employee
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Financial Planner
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Apr 2013 - Jun 2014
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Senior Paraplanner
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Aug 2011 - Apr 2013
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Business Analyst
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Nov 2010 - Aug 2011
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Paraplanner
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Sep 2009 - Nov 2010
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Consultant
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Oct 2008 - Sep 2009
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Senior Consultant
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Jun 2008 - Oct 2008
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Consultant
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2005 - 2008
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Management Consultant
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Sep 1999 - Jan 2000
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Head of Operations & Systems
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Apr 1995 - Aug 1999
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Portfolio Administrator
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1994 - 1995
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Operations Supervisor
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1990 - 1993
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Operations
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1987 - 1990
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Education
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2018 - 2019AF7 Pension Transfers
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2011 - 2012
Diploma in Financial Planning
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2011 - 2011
Certificate in Life & Pensions
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2006 - 2006
Certificate in Financial Planning
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2003 - 2003
Certificate in Mortgage Advice
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1998 - 1998
Investment Management Certificate (IIMR)
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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