Jon Hall DipPFS EFA
Financial Adviser at Hall & Costello Wealth Management Ltd, Senior Partner Practice of St. James's Place- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
Canterbury, England, United Kingdom, UK
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Credentials
-
DipPFS
Chartered Insurance InstituteFeb, 2023- Nov, 2024 -
R04 - Pensions & Retirement Planning
Chartered Insurance InstituteAug, 2022- Nov, 2024 -
R02 - Investment Principles & Risk
Chartered Insurance InstituteJul, 2022- Nov, 2024 -
R03 - Personal Taxation
Chartered Insurance InstituteJun, 2022- Nov, 2024 -
RO1 - UK Financial Services, Regulations & Ethics
Chartered Insurance InstituteFeb, 2022- Nov, 2024 -
RO5 - Financial Protection
Chartered Insurance InstituteApr, 2015- Nov, 2024 -
Cert RBCB - Retail Banking Conduct of Business
Chartered Insurance InstituteMar, 2012- Nov, 2024 -
CF1 - UK Financial Services, Regulations & Ethics
Chartered Insurance Institute -
CF6 - Mortgage Advice
Chartered Insurance Institute -
Cert BBCB - Business Banking Conduct of Business
Chartered Insurance Institute -
Cert CII (MP) Mortgage Advice
Chartered Insurance Institute
Experience
-
Hall & Costello Wealth Management Ltd, Senior Partner Practice of St. James's Place
-
United Kingdom
-
Financial Services
-
1 - 100 Employee
-
Financial Adviser
-
Jun 2022 - Present
-
-
-
HSBC
-
United Kingdom
-
Financial Services
-
700 & Above Employee
-
Corporate Relationship Manager
-
May 2017 - May 2022
-
-
Private Bank Mortgage & Protection Manager
-
Mar 2015 - May 2017
-
-
-
Hall & Costello Wealth Management Ltd, Senior Partner Practice of St. James's Place
-
United Kingdom
-
Financial Services
-
1 - 100 Employee
-
Office Manager
-
Sep 2014 - Mar 2015
-
-
-
Countrywide Mortgage Services
-
United Kingdom
-
Financial Services
-
300 - 400 Employee
-
Mortgage Consultant
-
Jan 2014 - Sep 2014
-
-
-
Halifax
-
Banking
-
700 & Above Employee
-
Mortgage Advisor
-
Mar 2011 - Dec 2013
-
-
-
Pharon IFA Ltd
-
United Kingdom
-
Financial Services
-
1 - 100 Employee
-
Financial Trainee
-
Jan 2010 - Mar 2011
-
-
Community
You need to have a working account to view this content.
Click here to join now