Ryan Kent

Planner Support at The Aspire Partnership LLP
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Contact Information
us****@****om
(386) 825-5501
Location
Bristol, England, United Kingdom, UK
Languages
  • Spanish Limited working proficiency

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Bio

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Credentials

  • R04 (Pensions and Retirement Planning)
    Chartered Insurance Institute
    Jun, 2023
    - Nov, 2024
  • R02 (Investment Principles and Risk)
    Chartered Insurance Institute
    Feb, 2022
    - Nov, 2024
  • R01 (Financial Services, Regulation and Ethics)
    Chartered Insurance Institute
    Oct, 2021
    - Nov, 2024
  • Introduction to Securities and Investment
    The Chartered Institute for Securities & Investment (The CISI)
    Jan, 2021
    - Nov, 2024

Experience

  • The Aspire Partnership LLP
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Planner Support
      • Jan 2023 - Present

      Linkedin Profile description The Aspire Partnership offers financial planning services & strategic investment advice. We help people make the most of the financial opportunities they come across, meet their own personal financial aspirations and align these with their business goals. Clients should feel that they are dealing with a firm that has their interests at heart. We use our professional knowledge and own personal experience to help create a plan that can offer real financial direction and peace of mind. We deal predominantly with the financial needs of individuals, small business owners and those who look after other peoples' money (Trustees, Attorney). My responsibilities include assisting the financial planners to create bespoke financial plans for our clients and provide administration support. Show less

  • Hargreaves Lansdown
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Senior Investment Helpdesk Consultant
      • Aug 2020 - Jan 2023

  • Aon
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Investment Consultant (Intern)
      • Jun 2019 - Aug 2019

Education

  • University of Plymouth
    Bachelor of Arts - BA, Accounting and Finance
    2017 - 2020
  • Ashton Park Sixth Form
    A-Level, Maths, Physics and Business Studies
    2015 - 2017
  • Ashton Park Secondary School
    GCSE, 10 GCSEs (including Maths, English & Double Sciences)
    2010 - 2015

Community

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