Pennie Francis

Partner Liaison at Stirling House Financial Services Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Welland, England, United Kingdom, UK
Skills

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Bio

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Credentials

  • DipPFS, CeMAP
    Chartered Insurance Institute

Experience

  • Stirling House Financial Services Ltd
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Partner Liaison
      • 2004 - Present

  • Stirling House IFA
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Partner Liaison
      • Oct 2003 - Present

  • St. James’s Place
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Associate Partner
      • Feb 1999 - Oct 2003

  • Charles Schwab
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Manager
      • Dec 2001 - Jun 2002

      I managed Investment Team at the Birmingham Branch of Charles Schwab UK. I managed Investment Team at the Birmingham Branch of Charles Schwab UK.

  • Lloyds Banking Group
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Senior Consultant
      • Mar 1996 - Feb 1999

Education

  • Oundle
    1986 - 1990
  • Tresham College
    1990 - 1991
  • St Peters School, Kettering
    1985 - 1986
  • Bredon Hill Middle School
    1983 - 1985
  • Jessie Lee Elementary School, British Columbia, Canada
    1977 - 1982

Community

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