Luc Poyda - Financial Planner

Financial Adviser at Harridge Financial Services Ltd
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Contact Information
Location
Speen, England, United Kingdom, GB

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Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Adviser
      • Aug 2022 - Present

      I am a fully qualified Financial Adviser working in the Wiltshire and Berkshire areas.As a well established financial planning practice, Harridge aim to take the worry out of financial planning and provide a genuine customised service specific to your needs. If you, or anyone you know, would benefit from financial guidance on the following then please contact me:- Pensions and Investments- Insurances- Estate Planning

    • Trainee Financial Adviser
      • Oct 2021 - Aug 2022

      I am currently working towards a level 4 Diploma in Regulated Financial Planning through the completion of my R01-R06 exams. Alongside this exam based learning, I am shadowing the experienced advisers in the practice to gain the complete skillset needed to work with clients when I am fully qualified in late June.

    • United Kingdom
    • Retail
    • Sales Assistant
      • Sep 2016 - Aug 2021

    • United Kingdom
    • Education Administration Programs
    • 1 - 100 Employee
    • Teaching Assistant
      • Jul 2017 - Aug 2018

      I completed a level 3 apprenticeship in Assisting Teaching in the classroom across this year. I completed a level 3 apprenticeship in Assisting Teaching in the classroom across this year.

Education

  • University of Winchester
    Economics BSc (Hons), 2:1
    2018 - 2021
  • Chartered Insurance Institute
    Diploma in Regulated Financial Planning
    -

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