Rosa Nash FPFS
Trainee Financial Planner at Fort Financial Planning Ltd- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Somerton, England, United Kingdom, GB
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Credentials
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Fellow, Financial Services Institute (FFSI)
Chartered Insurance InstituteMay, 2021- Sep, 2024 -
Advanced Diploma in Regulated Financial Planning DipPFS
Chartered Insurance InstituteAug, 2019- Sep, 2024 -
Certificate in Pension Transfer Advice
Chartered Insurance InstituteDec, 2018- Sep, 2024
Experience
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Fort Financial Planning Ltd
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United Kingdom
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Financial Services
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1 - 100 Employee
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Trainee Financial Planner
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Nov 2021 - Present
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Old Mill
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Accounting
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200 - 300 Employee
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Chartered Paraplanner / Graduate Trainee
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Dec 2016 - Present
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City Financial Planning Ltd.
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United Kingdom
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Financial Services
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1 - 100 Employee
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Trainee Financial Planner
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Feb 2015 - Nov 2016
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St. James’s Place Wealth Management
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United Kingdom
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1 - 100 Employee
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Trainee Financial Planner
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Aug 2014 - Jan 2015
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Education
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2011 - 2014
Cardiff University / Prifysgol Caerdydd
Bachelor's degree, Economics and Management
Community
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