Louise Simpson-Brown

Chartered Independent Financial Planner at Craven Street Wealth
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
UK
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Dip PFS
    Financial Conduct Authority
    Nov, 2014
    - Sep, 2024

Experience

  • Craven Street Wealth
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Chartered Independent Financial Planner
      • Jan 2023 - Present
  • Tarvos Wealth
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Independent Financial Planner
      • Oct 2021 - Feb 2023
  • Azets Financial Planning
    • Independent Financial Planner
      • Nov 2018 - Aug 2021
  • Kreston Reeves
    • United Kingdom
    • Accounting
    • 300 - 400 Employee
    • Financial Planner
      • Jan 2014 - Oct 2018
  • thomsons online benefits
    • United Kingdom
    • Software Development
    • 1 - 100 Employee
    • Client Administration Team Lead
      • Jul 2012 - Dec 2013

      Management of a team of 7 Client Support Associates based in LondonIncreased Client utilisation from team by 23%. Built strong Provider relationships to leverage in times of need and ensure provider service levels are met.Coaching and mentoring team members.Concentrating on managing successful client relationships and spotting up-sell opportunities.Personally selected by the business to be Client Team representative at major pitches.

    • In House Account Manager
      • Feb 2010 - Jul 2012

  • Argentis Financial Management Limited
    • United States
    • Insurance
    • 1 - 100 Employee
    • Corporate Administrator
      • Nov 2006 - Feb 2010
  • Core Fruit Products Ltd
    • Sales Manager
      • Jan 2005 - Jan 2007

Education

  • University of the West of England
    BA with Honours, Equine Business Management
    2000 - 2003
  • Simon Langton Girls School
    1993 - 2000

Community

You need to have a working account to view this content. Click here to join now