Charlie Escott

Protection Adviser at The Penny Group
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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

  • Level 4 Diploma in Regulated Financial Planning
    Chartered Insurance Institute
    Aug, 2023
    - Nov, 2024
  • Pensions and retirement planning (RO4)
    Chartered Insurance Institute
    Aug, 2023
    - Nov, 2024
  • Financial planning practice (RO6)
    Chartered Insurance Institute
    Jul, 2023
    - Nov, 2024
  • Financial protection (RO5)
    Chartered Insurance Institute
    May, 2023
    - Nov, 2024
  • Personal taxation (RO3)
    Chartered Insurance Institute
    Feb, 2023
    - Nov, 2024
  • Investment principles and risk (RO2)
    Chartered Insurance Institute
    Dec, 2022
    - Nov, 2024
  • Financial services, regulation and ethics (RO1)
    Chartered Insurance Institute
    Sep, 2022
    - Nov, 2024
  • FA Level One in Coaching Football
    The Football Association

Experience

  • The Penny Group
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Protection Adviser
      • Sep 2023 - Present

    • Trainee Financial Adviser
      • Sep 2022 - Sep 2023

  • -
    • Joint E-Commerce Business
      • 2012 - Aug 2019

      Ran a small business selling vintage adverts and prints online, helping appreciate and apply key business principles. Ran a small business selling vintage adverts and prints online, helping appreciate and apply key business principles.

  • RS Security & Training
    • The Recreation Ground
    • Steward - Bath Rugby Club
      • Oct 2015 - Jun 2019

      Involved checking tickets, directing people to their seats and general crowd control. Involved checking tickets, directing people to their seats and general crowd control.

  • Mercer
    • United States
    • Professional Services
    • 700 & Above Employee
    • Investment Analyst
      • Feb 2018 - Jul 2018

      Member of the Fiduciary Fixed Income Portfolio Management team. Tasks included monitoring sub-investment manager performance, investment universe comparisons, organising meetings and tracking investment markets. I was also heavily involved in the potential on-boarding of a new sub-investment manager. Member of the Fiduciary Fixed Income Portfolio Management team. Tasks included monitoring sub-investment manager performance, investment universe comparisons, organising meetings and tracking investment markets. I was also heavily involved in the potential on-boarding of a new sub-investment manager.

  • TT International
    • United Kingdom
    • Investment Management
    • 100 - 200 Employee
    • Institutional Asset Management Analyst
      • Jul 2016 - Dec 2016

      Provided clients with investment data through direct requests, updating pitch books and maintaining consultant databases. Automated systems for pitch book updating and database entry and assisted in completion of request for proposals. Provided clients with investment data through direct requests, updating pitch books and maintaining consultant databases. Automated systems for pitch book updating and database entry and assisted in completion of request for proposals.

  • Standard Life UK
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Work Experience
      • Jun 2016 - Jun 2016

      Shadowed Multi-Asset Fund Manager Bambos Hambi for a week, including sitting in on internal and external meetings and team briefings, while undertaking stock analysis. Shadowed Multi-Asset Fund Manager Bambos Hambi for a week, including sitting in on internal and external meetings and team briefings, while undertaking stock analysis.

Education

  • University of Bath
    Bachelor’s Degree, BSc (Hons) in Business Administration
    2015 - 2019
  • University of Illinois at Urbana-Champaign
    Exchange, Business/Commerce, General
    2018 - 2018
  • Notre Dame High School, Norwich
    2008 - 2015

Community

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