Louis D.
Paraplanner at London & Capital- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
London, England, United Kingdom, GB
Languages
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English Native or bilingual proficiency
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French Elementary proficiency
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Credentials
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R04 - Pensions and Retirement Planning
Chartered Insurance InstituteApr, 2022- Nov, 2024 -
R02 - Investment Principles and Risk
Chartered Insurance InstituteJan, 2018- Nov, 2024 -
R05 - Financial Protection
Chartered Insurance InstituteJan, 2018- Nov, 2024 -
R06 - Financial Planning Practice
Chartered Insurance InstituteJan, 2018- Nov, 2024 -
R01 - Financial Services, Regulation & Ethics
Chartered Insurance InstituteJan, 2017- Nov, 2024
Experience
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London & Capital
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United Kingdom
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Financial Services
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1 - 100 Employee
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Paraplanner
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May 2022 - Present
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MASECO Private Wealth
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United Kingdom
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Financial Services
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1 - 100 Employee
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Wealth Executive
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Mar 2020 - May 2022
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St. James’s Place
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United Kingdom
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Financial Services
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700 & Above Employee
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Paraplanner
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Jan 2016 - Mar 2020
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Administrator
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Jun 2015 - Dec 2015
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Education
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Burgate School & Sixth Form Centre
A Levels, Business, Media Studies & English Combined
Community
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