Experience

Crown Wealth Consultants

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Chartered Financial Planner

  • Oct 2017 - Present

  Providing face to face advice and financial planning for clients, including Investment Planning, Protection, Pension Planning and IHT & Estate Planning. Crown Wealth Consultants is a trading name of Crown Wealth Ltd.

• Paraplanner & Trainee Adviser

  • May 2015 - Sep 2017

  Working at Crown Wealth Consultants, Senior Partner Practice of St. James's Place Wealth Management, preparing client reports and supporting Advisers whilst increasing breadth of knowledge through Chartered Insurance Institute exams, working towards becoming a qualified Financial Consultant. Crown Wealth Consultants is a trading name of Crown Wealth Ltd.



The Lance Richards Practice Ltd

• East Sussex

• Paraplanner

  • Oct 2011 - May 2015

  Working at The Lance Richards Practice Ltd, Senior Partner Practice of St. James's Place Wealth Management, supporting Advisors to complete client reports, produce letters, create supporting evidence for consideration by clients and ensure client confidential financial records were up to date. Working at The Lance Richards Practice Ltd, Senior Partner Practice of St. James's Place Wealth Management, supporting Advisors to complete client reports, produce letters, create supporting evidence for consideration by clients and ensure client confidential financial records were up to date.