Laurie Flint FPFS

Chartered Financial Planner at Holleron Wealth Management
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Contact Information
Location
Derby, England, United Kingdom, UK

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Credentials

  • Chartered Financial Planner
    Chartered Insurance Institute
    Aug, 2021
    - Sep, 2024
  • Fellow of the Personal Finance Society
    Chartered Insurance Institute
    Aug, 2021
    - Sep, 2024
  • Certificate in Financial Services
    Chartered Insurance Institute
    Nov, 2019
    - Sep, 2024
  • Diploma in Regulated Financial Planning
    Chartered Insurance Institute
    Nov, 2019
    - Sep, 2024

Experience

    • 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

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Practice Manager
      • Apr 2018 - Aug 2021
    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Assistant Wealth Manager
      • Sep 2005 - Apr 2018
    • Banking
    • 700 & Above Employee
    • Premium Manager
      • Jun 2003 - Sep 2005

    • Mortgage Adviser
      • Jun 2001 - Jun 2003

Community

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