Laurie Flint FPFS
Chartered Financial Planner at Holleron Wealth Management- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Chartered Financial Planner
Chartered Insurance InstituteAug, 2021- Sep, 2024 -
Fellow of the Personal Finance Society
Chartered Insurance InstituteAug, 2021- Sep, 2024 -
Certificate in Financial Services
Chartered Insurance InstituteNov, 2019- Sep, 2024 -
Diploma in Regulated Financial Planning
Chartered Insurance InstituteNov, 2019- Sep, 2024
Experience
-
Holleron Wealth Management
-
United Kingdom
-
Financial Services
-
1 - 100 Employee
-
Chartered Financial Planner
-
Aug 2021 - Present
Holleron Wealth Management 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 title 'Partner Practice' is a marketing term used to describe St. James's Place representatives. Holleron Wealth Management is a trading name of PFPD Ltd. SJP Approved 19/01/2023 Holleron Wealth Management 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 title 'Partner Practice' is a marketing term used to describe St. James's Place representatives. Holleron Wealth Management is a trading name of PFPD Ltd. SJP Approved 19/01/2023
-
-
-
AMG Wealth Management Ltd
-
United Kingdom
-
Financial Services
-
1 - 100 Employee
-
Practice Manager
-
Apr 2018 - Aug 2021
-
-
-
Coutts
-
United Kingdom
-
Banking
-
700 & Above Employee
-
Assistant Wealth Manager
-
Sep 2005 - Apr 2018
-
-
-
NatWest
-
Banking
-
700 & Above Employee
-
Premium Manager
-
Jun 2003 - Sep 2005
-
-
Mortgage Adviser
-
Jun 2001 - Jun 2003
-
-