Experience

Compliance and Training Solutions Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Director

  • Jan 2010 - Present

  We specialise in looking after small or medium sized firms who provide or who are looking to provide their clients a Wealth Management service. These firms tend to provide a wrap offering and use model portfolios. Our client base also includes firms who use Dimensional Fund Advisors (DFA) as part of their core investment strategy and philosophy. We also have many clients who are members of the Institute of Financial Planning and understand the Certified Financial Planner (CFP) values and method of working



Hibu

• Advertising Services
• 700 & Above Employee

• Major Account Manager

  • Mar 2003 - Jan 2010