Goss Lumsden Cert CII, CeMAP, DipFA, CeRER

Financial Advisor at Prosser Knowles Associates Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
UK

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Credentials

  • CeMAP
    The London Institute of Banking & Finance
  • Cert CII
    Chartered Insurance Institute
  • DipFA
    The London Institute of Banking & Finance

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Oct 2016 - Present

      Mortgage Advice From our offices in Kidderminster, Worcester and Cheltenham we are well placed to offer mortgage solutions to meet our clients individual needs. Today’s mortgage market is more complex than ever, making it difficult to find your way through the maze of providers and different product types. This complexity makes it important to seek the best advice. Investment Planning As independent investment advisers, we know that for the great majority of our clients, the key objectives are: achieving significant growth in the value of their capital over time and then preserving the value of that capital for themselves and their children. Pensions As specialists in providing independent pension advice, we are well aware that for some people, retirement can last almost as long as their working lives, having enormous financial implications. Making a plan for a long and prosperous retirement is very likely to involve investments in pensions.

    • United Kingdom
    • Insurance
    • 100 - 200 Employee
    • Commercial Account Handler
      • Jun 2008 - Oct 2016

      As a commercial account handler I get involved in all aspects of commercial insurance from processing renewals to obtaining new business. I deal with a variety of products and am currently aiding my manager in the management of my team. I have achieved a certificate in insurance and am currently studying for a diploma. As a commercial account handler I get involved in all aspects of commercial insurance from processing renewals to obtaining new business. I deal with a variety of products and am currently aiding my manager in the management of my team. I have achieved a certificate in insurance and am currently studying for a diploma.

Education

  • John Masefield High School

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