Ken Hall
Associate Partner, Certified & Chartered Financial Planner at The Aspire Partnership LLP- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Bristol, England, United Kingdom, UK
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Credentials
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Certified Financial Planner
Institute of Financial PlanningMay, 2013- Nov, 2024 -
Chartered Financial Planner
Chartered Insurance InstituteMay, 2013- Nov, 2024 -
STEP Certificate for Financial Services (Trusts and Estate Planning)
Society of Trusts and Estate PractitionersJun, 2010- Nov, 2024 -
CF8 (Certificate in Financial Planning and Long-Term Care Insurance)
Chartered Insurance InstituteMay, 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
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The Aspire Partnership LLP
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United Kingdom
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Financial Services
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1 - 100 Employee
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Associate Partner, Certified & Chartered Financial Planner
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May 2013 - Present
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Financial Planner
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Jun 2010 - May 2013
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Bluefin - Page Closed
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United Kingdom
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Insurance
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200 - 300 Employee
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Financial Advisor
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Nov 2007 - May 2010
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Crest Financial Group
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Bristol, United Kingdom
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Financial Advisor
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Jul 2006 - Nov 2007
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Education
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Ashton Park School
Community
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