Daniel Partridge

Chartered Financial Planner at Wattam Kirby Mee
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Greater Leicester Area, UK

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

  • AF5 Financial Planning Process
    Chartered Insurance Institute
    Apr, 2013
    - Nov, 2024
  • CII Level 6 Advanced Diploma in Financial Planning
    Chartered Insurance Institute
    Mar, 2013
    - Nov, 2024
  • CII Level 4 Diploma in Regulated Financial Planning
    Chartered Insurance Institute
    Jan, 2013
    - Nov, 2024
  • Advanced Financial Planning Certificate
    Chartered Insurance Institute
    Dec, 2006
    - Nov, 2024
  • G30 Business Financial Planning
    Chartered Insurance Institute
    Oct, 2006
    - Nov, 2024
  • G10 Taxation & Trusts
    Chartered Insurance Institute
    Apr, 2003
    - Nov, 2024
  • G10 Pensions
    Chartered Insurance Institute
    Apr, 2002
    - Nov, 2024
  • CII Financial Planning Certificate
    Chartered Insurance Institute
    Feb, 2001
    - Nov, 2024

Experience

  • Wattam Kirby Mee
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Chartered Financial Planner
      • Mar 2022 - Present

  • Mattioli Woods plc
    • United Kingdom
    • Financial Services
    • 300 - 400 Employee
    • Team Director
      • Mar 2014 - Mar 2022

      Responsible for leading a business unit of 40 employees across multi offices providing wealth management advice and bespoke financial services solution to over 1,200 clients across the UK. A member of the company's wealth management board.

    • Wealth Management Consultant
      • May 2001 - Mar 2022

      Providing holistic wealth management advice to a high-net-worth individuals and business owners for 18 years, utilising Mattioli Woods range of wealth management products. Covering the full range of planning areas including retirement, estate, and specialised investment planning. Having a deep knowledge of pensions and particularly SIPP & SSAS planning. Throughout my career I worked with a range of professional connections across the UK to meet client's needs.

  • Inter-Alliance plc
    • Client Relationship Manager
      • Feb 2000 - Apr 2001

      Providing paraplanning support to financial advisors. Providing paraplanning support to financial advisors.

Education

  • University of Leicester
    Bachelor of Arts - BA, Politics & International Relations
    1996 - 1999

Community

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