Phillip Arbon
Financial Planner at BpH Wealth Management LLP- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Harpenden, England, United Kingdom, GB
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Experience
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Financial Planner
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Sep 2019 - Present
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Wealth Planner
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Feb 2019 - Sep 2019
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Financial Planner
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Nov 2015 - Feb 2019
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Killik & Co
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United Kingdom
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Investment Management
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200 - 300 Employee
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Wealth Planner
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Jan 2014 - Nov 2015
As Wealth Planner at Killik & Co, I provided holistic fee based financial planning, investment advice and tailored solutions to private individuals and businesses. As Wealth Planner at Killik & Co, I provided holistic fee based financial planning, investment advice and tailored solutions to private individuals and businesses.
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Consultant
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Jul 2012 - Nov 2013
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Assistant Consultant
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Nov 2011 - Jul 2012
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Paraplanner
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May 2011 - Nov 2011
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BDO Investment Management
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Financial Services
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Paraplanner
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Jul 2010 - May 2011
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Future Solutions Financial Consulting
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United Kingdom
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Financial Services
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Consultant
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Apr 2010 - Aug 2010
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Paraplanner
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May 2008 - Apr 2010
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PA
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2005 - 2008
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Education
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The Chartered Institute for Securities & Investment (The CISI)
Charterred Fellow (Financial Planning) -
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The Personal Finance Society
Fellow of the Personal Finance Society -
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Chartered Insurance Institute
Chartered Financial Planner -
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The Institute of Financial Planning
Certified Financial Planner -
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Chartered Insurance Institute
Advanced Diploma in Financial Planning -
1999 - 2003
University of Southampton
BSc (Hons)
Community
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