Jaid Wiltshire

Wealth Management Advisor at Roxburgh Financial Management
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Contact Information
us****@****om
(386) 825-5501
Location
UK
Skills

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Bio

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Credentials

  • Diploma in Financial Planning (DipFPS)
    Chartered Insurance Institute
    Aug, 2022
    - Nov, 2024

Experience

  • Roxburgh Financial Management
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Advisor
      • Nov 2022 - Present

      Providing holistic advice for financial planning to clients. Specialising in Pensions, Investments and Protection to help clients achieve their financial goals in the most tax-efficient way. Done by growing the capital that they have, and then protecting it. The value of your investment can go down as well as up. You could get back less than you invested. Roxburgh Financial Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 15/02/2023 Show less

    • Business Protection Adviser
      • Sep 2019 - Nov 2022

      Advising business owners on protection and referring clients across to Financial Planners when identifying needs in this area. I would advise clients on- Keyman Insurance - Shareholder Protection- Relevant Life Policy- Executive Income Protection - Personal Protection

  • Camberley Rugby Club
    • United Kingdom
    • Spectator Sports
    • 1 - 100 Employee
    • Rugby Player
      • Sep 2019 - Present

  • Bury St Edmunds Rugby Union Football Club
    • United Kingdom
    • Sports Teams and Clubs
    • 1 - 100 Employee
    • Rugby Player
      • Sep 2017 - May 2019

  • Mitchells & Butlers PLC
    • United Kingdom
    • Hospitality
    • 700 & Above Employee
    • Team Leader
      • Mar 2014 - Jul 2017

      I was a Team Leader as well as working as a waiter and working on the cocktail bar. Liaising with kitchen staff and bar staff to ensure a smoothly run shift. I was a Team Leader as well as working as a waiter and working on the cocktail bar. Liaising with kitchen staff and bar staff to ensure a smoothly run shift.

Education

  • University of Essex
    Sport and Exercise Science, Green Exercise (Disertation)
    2015 - 2019
  • Institute of Development Studies (Massey University)
    Sport and Exercise Science, Sports and Exercise
    2017 - 2018
  • Chartered Insurance Institute
    R01 - Financial Services, Regulations & Ethics, Pass
  • Chartered Insurance Institute
    R05 - Protection Planning, Pass
  • Chartered Insurance Institute
    R03 - Personal Taxation, Pass
  • Chartered Insurance Institute
    R02 - Investment Principles and Risk, Pass
  • Chartered Insurance Institute
    R04 - Retirement & Pension Planning, Pass
  • Chartered Insurance Institute
    R06 - Financial Planing Practice, Pass

Community

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