Peter Sumpter DipPFS CertPFS (DM)

Contributor at SharingAlpha
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Contact Information
us****@****om
(386) 825-5501
Location
London, England, United Kingdom, UK

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Credentials

  • Certificate in Discretionary Investment Management
    Chartered Insurance Institute
  • Certificate in Financial Services
    Chartered Insurance Institute
  • Diploma in Regulated Financial Planning
    Chartered Insurance Institute
  • J10 Discretionary Investment Management
    Chartered Insurance Institute
  • LP2 Financial Services Products and Solutions
    Chartered Insurance Institute
  • R01 Financial Services, Regulation & Ethics
    Chartered Insurance Institute
  • R02 Investment Principles and Risk
    Chartered Insurance Institute
  • R03 Personal Taxation
    Chartered Insurance Institute
  • R04 Pensions and Retirement Planning
    Chartered Insurance Institute
  • R05 Financial Protection
    Chartered Insurance Institute
  • R06 Financial Planning Practice
    Chartered Insurance Institute

Experience

  • Magnifi International
    • Israel
    • Investment Management
    • 1 - 100 Employee
    • Contributor
      • Oct 2020 - Present

      Having contributed from my experience as a professional fund buyer to the SharingAlpha platform and have helped in creating a fund research 2.0 experience. Having contributed from my experience as a professional fund buyer to the SharingAlpha platform and have helped in creating a fund research 2.0 experience.

  • LAWRANCE BENNETT PARTNERS LTD
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Paraplanner
      • Jul 2017 - Present

  • Wren Sterling
    • United Kingdom
    • Financial Services
    • 100 - 200 Employee
    • Paraplanner
      • Apr 2015 - Jul 2017

  • TOWERGATE FINANCIAL (EAST) LIMITED
    • United Kingdom
    • Financial Services
    • Paraplanner
      • Oct 2014 - Apr 2015

  • TOWERGATE FINANCIAL (EAST) LIMITED
    • United Kingdom
    • Financial Services
    • Trainee Financial Adviser
      • Jul 2012 - Aug 2014

      Operating in both the corporate and personal markets, offering complete independent, whole of market advice. In the corporate market we specialise in risk reduction for defined benefit pension schemes and in partnering building societies to provide independent financial advice to their customers. In the area of risk management for companies operating defined benefit schemes we have significant experience in running Enhanced Transfer Value exercises, with our largest project being 12,000 deferred members. Show less

Education

  • Nottingham Trent University
    Bachelor's Degree, Business Management and Financial Services Planning
    2008 - 2012

Community

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