Matt Grounds
Client Support Manager @Active Chartered Financial Planners at Active : Chartered Financial Planners- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Ingleby Barwick, England, United Kingdom, GB
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Credentials
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J09 Paraplanning
Chartered Insurance InstituteDec, 2022- Sep, 2024 -
R05 Financial protection
Chartered Insurance InstituteDec, 2022- Sep, 2024 -
R01 Regulation and ethics
Chartered Insurance InstituteSep, 2022- Sep, 2024 -
Strategic Planning Professional Level I
LinkedInOct, 2021- Sep, 2024
Experience
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Active : Chartered Financial Planners
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United Kingdom
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Financial Services
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1 - 100 Employee
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Client Support Manager @Active Chartered Financial Planners
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Client Support Manager
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Apr 2021 - Present
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Joslin Rhodes Pension & Retirement Planning
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United Kingdom
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Financial Services
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1 - 100 Employee
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Paraplanning - Ongoing Servicing
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Nov 2019 - Apr 2021
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Citylink
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Poland
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Real Estate
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1 - 100 Employee
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Account Assistant
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Jan 2013 - Mar 2015
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Education
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Durham University
Business & Finance, Business/Managerial Economics -
Middlesbrough College
Business Studies, International Business -
Scottsdale Community College
Business & Finance, International Business -
St Patricks College
GCSE, 8 A-C Grades
Community
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