Kurtis Done DipPFS

Financial Planner at Reflect Financial Limited
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Cheshire West and Chester Area, UK

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Bio

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Experience

  • Reflect Financial Limited
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Jun 2023 - Present

  • St. James’s Place
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Financial Planner
      • Jun 2023 - Present

      Wealth ManagerThe Partner/Partner Practice 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 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representativesSJP Approved 14/06/2023

    • Trainee Financial Planner
      • Jan 2023 - Jun 2023

    • Associate Partner, St James Place
      • Nov 2022 - Jun 2023

  • Atos
    • France
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Cloud Engineer
      • Dec 2020 - Nov 2022

  • Lloyds Banking Group
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • IT cyber security for Lloyds banking group
      • Apr 2019 - Jan 2022

  • FDM Group
    • United Kingdom
    • Information Technology & Services
    • 700 & Above Employee
    • Information Security Consultant
      • Feb 2019 - Jan 2022

  • Infantry
    • Operations Manager
      • Sep 2010 - Jan 2022

Education

  • Chartered Insurance Institute
    Diploma, Financial Planning and Services
  • Kirkby Sports College
    2005 - 2010

Community

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