Justin Vincent
Chartered Financial Planner & Pension Transfer Specialist at Lifetime Wealth Management Ltd- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Cheshunt, England, United Kingdom, GB
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Credentials
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Advanced Diploma in Financial Planning
Chartered Insurance InstituteJul, 2018- Nov, 2024
Experience
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Lifetime Wealth Management Ltd
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United Kingdom
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Financial Services
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1 - 100 Employee
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Chartered Financial Planner & Pension Transfer Specialist
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Apr 2008 - Present
Chartered Financial PlannerFPC, CeMAP, CII Level 6 Advanced Diploma in Financial PlanningER1- Equity Release Certificate.Currently advising on Investments, Pensions (Group & Personal), Inheritance Tax Planning, Savings, Mortgages & Mortgage Related Protection, Family/Personal Protection, Lifetime Mortgages and Equity release products.Currently advising on and specialising in Final Salary/Defined Benefit pension transfers.
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Chartered Financial Planner & Pension Transfer Specialist
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Apr 2008 - Present
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Mortgage Broker
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Apr 2000 - Apr 2008
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Personal Mortgage Advisor
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Jul 1987 - Apr 2000
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Education
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Hainault High School
Community
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