Ken Hall

Associate Partner, Certified & Chartered Financial Planner at The Aspire Partnership LLP
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Contact Information
us****@****om
(386) 825-5501
Location
Bristol, England, United Kingdom, UK

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Credentials

  • Certified Financial Planner
    Institute of Financial Planning
    May, 2013
    - Nov, 2024
  • Chartered Financial Planner
    Chartered Insurance Institute
    May, 2013
    - Nov, 2024
  • STEP Certificate for Financial Services (Trusts and Estate Planning)
    Society of Trusts and Estate Practitioners
    Jun, 2010
    - Nov, 2024
  • CF8 (Certificate in Financial Planning and Long-Term Care Insurance)
    Chartered Insurance Institute
    May, 2006
    - Nov, 2024
  • AF3 (Pension Planning)
    Chartered Insurance Institute
  • AF5 (Financial Planning Process)
    Chartered Insurance Institute
  • CF9 (Pensions Simplification)
    Chartered Insurance Institute
  • ER1 (Equity Release)
    Chartered Insurance Institute
  • FP1 (Financial Services and their Regulation)
    Chartered Insurance Institute
  • FP2 (Protection, Savings and Investment)
    Chartered Insurance Institute
  • FP3 (Identifying and Satisfying Client Needs)
    Chartered Insurance Institute
  • G10 (Taxation and Trusts)
    Chartered Insurance Institute
  • H15 (Supervision and Sales)
    Chartered Insurance Institute
  • J04 (Pension Funding Options)
    Chartered Insurance Institute
  • J05 (Pension Income Options)
    Chartered Insurance Institute
  • MAQ (Mortgage Advice Qualification)
    Chartered Insurance Institute
  • R08 (Pension Update)
    Chartered Insurance Institute
  • SV1 (Saving and Investments)
    Chartered Insurance Institute

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Associate Partner, Certified & Chartered Financial Planner
      • May 2013 - Present

    • Financial Planner
      • Jun 2010 - May 2013

    • United Kingdom
    • Insurance
    • 200 - 300 Employee
    • Financial Advisor
      • Nov 2007 - May 2010

  • Crest Financial Group
    • Bristol, United Kingdom
    • Financial Advisor
      • Jul 2006 - Nov 2007

Education

  • Ashton Park School
    1988 - 1993

Community

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