Daniel Frampton FPFS, Cert SMP

Independent Financial Advisor at Acumen Financial Partnership Ltd
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
UK

Topline Score

Bio

Generated by
Topline AI

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Experience

  • Acumen Financial Partnership Ltd
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Independent Financial Advisor
      • Aug 2020 - Present

    • Financial Services Associate
      • Sep 2019 - Aug 2020

    • Trainee Financial Services Associate
      • Sep 2018 - Sep 2019

Education

  • Chartered Insurance Institute
    Fellow of the Personal Finance Society (FPFS), Personal Financial Services
    2018 - 2021
  • Chartered Insurance Institute
    Advanced Diploma (APFS), Personal Financial Services
    2019 - 2021
  • Chartered Insurance Institute
    Diploma in Personal Financial Services (DipPFS), Financial Planning and Services
    2018 - 2020
  • Chartered Insurance Institute
    CertPFS (Securities) - Certificate in Securities advice and dealing, Financial Planning and Services
    2018 - 2020
  • Chartered Insurance Institute
    CertPFS (DM) - Certificate in Discretionary Investment Management, Investments and Securities
    2018 - 2019
  • Chartered Insurance Institute
    CertPFS (ER) Certificate in Equity Release
    2021 - 2021
  • Chartered Insurance Institute
    Cert CII (MP) - Certificate in Mortgage Advice
    2021 - 2021

Community

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