Hana Griffin APFS

Chartered Financial Advisor at Cavendish Ware
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Contact Information
us****@****om
(386) 825-5501
Location
UK
Languages
  • Slovak Professional working proficiency
  • Spanish Limited working proficiency

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Bio

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Credentials

  • AF7, Pension Transfers
    Chartered Insurance Institute
    Nov, 2022
    - Nov, 2024
  • AF8, Retirement Income Planning
    Chartered Insurance Institute
    Mar, 2022
    - Nov, 2024
  • APFS, Advanced Diploma in Financial Planning
    Chartered Insurance Institute
    Mar, 2022
    - Nov, 2024
  • AF1, Personal Tax & Trust Planning
    Chartered Insurance Institute
    Jun, 2021
    - Nov, 2024
  • J02, Trusts
    Chartered Insurance Institute
    Jun, 2021
    - Nov, 2024
  • ER1, Equity Release
    Chartered Insurance Institute
    Feb, 2021
    - Nov, 2024
  • AF5, Financial Planning Process
    Chartered Insurance Institute
    Dec, 2020
    - Nov, 2024
  • CF6, Mortgage Advice
    Chartered Insurance Institute
    Nov, 2020
    - Nov, 2024
  • CF8, Long Term Care Insurance
    Chartered Insurance Institute
    Aug, 2020
    - Nov, 2024
  • DipPFS, Diploma in Regulated Financial Planning
    Chartered Insurance Institute
    Nov, 2019
    - Nov, 2024
  • R04, Pensions and Retirement Planning
    Chartered Insurance Institute
    Nov, 2019
    - Nov, 2024
  • R06, Financial Planning Practice
    Chartered Insurance Institute
    Nov, 2019
    - Nov, 2024
  • R03, Personal Taxation
    Chartered Insurance Institute
    Aug, 2019
    - Nov, 2024
  • R02, Investment Principles and Risk
    Chartered Insurance Institute
    May, 2019
    - Nov, 2024
  • R01, Financial services, regulation and ethics
    Chartered Insurance Institute
    Mar, 2019
    - Nov, 2024
  • R05, Financial Protection
    Chartered Insurance Institute
    Dec, 2018
    - Nov, 2024

Experience

  • Cavendish Ware
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Chartered Financial Advisor
      • Sep 2022 - Present

  • Succession Wealth
    • United Kingdom
    • Financial Services
    • 300 - 400 Employee
    • Chartered Financial Planner
      • Mar 2022 - Sep 2022

    • Financial Planner
      • Mar 2021 - Mar 2022

    • Associate Financial Planner
      • Jan 2020 - Mar 2021

    • Graduate Programme - Client Support & Paraplanning
      • Sep 2018 - Jan 2020

  • Greystone Financial Services
    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Administration Assistant
      • Sep 2017 - Jul 2018

  • Candlelight Property Ltd.
    • Solihull, Birmingham
    • Receptionist and Site coordinator
      • Jun 2017 - Jun 2017

  • GSK
    • United Kingdom
    • Pharmaceutical Manufacturing
    • 700 & Above Employee
    • Sales Industrial Placement at GSK Consumer Healthcare
      • Jun 2015 - Jun 2016

  • University of Birmingham
    • United Kingdom
    • Higher Education
    • 700 & Above Employee
    • Student Mentor
      • Sep 2014 - Oct 2014

  • Greystone Financial Services
    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Investments Intern
      • Jan 2014 - Jan 2014

  • Hollister Co.
    • United States
    • Retail
    • 700 & Above Employee
    • Sales and Shop Floor Assistant
      • Jan 2011 - Mar 2013

  • Commerzbank AG
    • Germany
    • Banking
    • 700 & Above Employee
    • Intern
      • Jun 2012 - Jun 2012

Education

  • University of Birmingham
    BSc (Hons) Business Management (Year in Industry), Class 1 (1st), First Class Honours
    2013 - 2017
  • St.Bede's College
    A Levels - English Language (A), Economics (B), Spanish (B)
    2003 - 2013

Community

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