Edward Backhouse FPFS

Chartered Financial Planner at LIFT-Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
Altrincham, England, United Kingdom, GB
Languages
  • English -

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Credentials

  • CII Level 6 Advanced Diploma in Financial Planning
    Chartered Insurance Institute
    Dec, 2020
    - Nov, 2024
  • Fellowship
    Chartered Insurance Institute
    Dec, 2020
    - Nov, 2024
  • ICAEW Certificate in Finance, Accounting and Business (CFAB)
    ICAEW
    Sep, 2017
    - Nov, 2024

Experience

  • LIFT-Financial Group
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Chartered Financial Planner
      • Feb 2022 - Present

      Chartered Financial Planner at LIFT Financial.

    • Chartered Technical Consultant/LIFT- Academy
      • Sep 2017 - Feb 2022

      Technical Consultant: research and technical work. As part of this role I also took on my own private clients.

  • Nationwide Building Society
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Customer Representative/Financial Planning Coordinator
      • Aug 2016 - Sep 2017

      Working as a Customer Representative to help customers with financial products and services in addition to working as a Financial Planning Coordinator in respect of fact finds, team training and appointments. Working as a Customer Representative to help customers with financial products and services in addition to working as a Financial Planning Coordinator in respect of fact finds, team training and appointments.

  • Haines Watts
    • United Kingdom
    • Accounting
    • 700 & Above Employee
    • Accountancy Assistant
      • Sep 2014 - Jul 2015

      Placement year at Haines Watts Accountants. Involved in the preparation of business accounts and client meetings. Placement year at Haines Watts Accountants. Involved in the preparation of business accounts and client meetings.

  • loc8me
    • United Kingdom
    • Real Estate
    • 1 - 100 Employee
    • Letting Agency Assistant
      • Jun 2014 - Jul 2014

      Marketing, management and letting of student living accommodation. Marketing, management and letting of student living accommodation.

Education

  • Loughborough University
    Bachelor of Science (B.Sc.), Economics
    2012 - 2016

Community

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