Kyle Acton DipFA Cert CII (MP)

Financial Planner at Haven IFA Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Sale, England, United Kingdom, GB

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Credentials

  • Diploma for Financial Advisers (DipFA)
    The London Institute of Banking & Finance
    Aug, 2022
    - Nov, 2024
  • CII Level 3 Award in Financial Administration (Pensions)
    Chartered Insurance Institute
    Dec, 2020
    - Nov, 2024
  • CII Level 3 Certificate in Mortgage Advice
    Chartered Insurance Institute
    Dec, 2020
    - Nov, 2024
  • Customer Services Level 2 Diploma
    OCR
    Sep, 2015
    - Nov, 2024

Experience

  • Haven IFA Ltd
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Nov 2022 - Present

    • Advisor Assistant
      • Aug 2021 - Nov 2022

  • Vale Insurance Services Limited
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Adviser Support
      • Apr 2018 - Aug 2021

      Providing support to Independent Financial Advisors in relation to their new business and ongoing servicing.Currently working towards DipPFS after achieving Cert CII (MP) qualification. Providing support to Independent Financial Advisors in relation to their new business and ongoing servicing.Currently working towards DipPFS after achieving Cert CII (MP) qualification.

  • Mercedes-Benz Retail Group
    • Motor Vehicle Manufacturing
    • 200 - 300 Employee
    • Aftersales/Sales Customer Relationship Executive
      • Sep 2013 - Apr 2018

Education

  • Ashton-on-Mersey Sixth Form
    A-Level, Business/Commerce, General
    2011 - 2013
  • Ashton-on-Mersey
    20.5 GCSEs (including BTEC Equivalents)
    2006 - 2011

Community

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