Paul Rathbone BA (Hons) FPFS

Chartered Financial Planner at Acumen Financial Partnership Ltd
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Ormskirk, England, United Kingdom, UK

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

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

  • Cert CII (ER)
    Chartered Insurance Institute
    Mar, 2019
    - Nov, 2024
  • Cert CII (MP)
    Chartered Insurance Institute
    Feb, 2016
    - Nov, 2024
  • FPFS
    Chartered Insurance Institute

Experience

  • Acumen Financial Partnership Ltd
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Chartered Financial Planner
      • Jun 2023 - Present

      Chartered Financial Planner at Acumen Financial Partnership Chartered Financial Planner at Acumen Financial Partnership

  • Lightside Financial Planning
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Chartered Financial Planner
      • Feb 2020 - Jun 2023

  • AFH Wealth Management
    • United Kingdom
    • Financial Services
    • 300 - 400 Employee
    • Chartered Financial Planner
      • Sep 2019 - Jan 2020

      AFH took over Broadleaf Financial Services AFH took over Broadleaf Financial Services

  • Broadleaf Financial Services Ltd
    • Heswall, England, United Kingdom
    • Chartered Financial Planner
      • Jan 2017 - Sep 2019

      Broadleaf taken over by AFH Wealth Management Broadleaf taken over by AFH Wealth Management

  • NEPTUNE FINANCIAL SERVICES LIMITED
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Chartered Financial Planner
      • Feb 2015 - Nov 2016

  • PFM Dental
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Analyst/SeniorParaplanner
      • 2004 - 2014

Education

  • University of East Anglia
    Bachelor’s Degree, Economics and International Development
  • York College, York UK
    A Levels

Community

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