Shane Julian DipPFS

Financial Planner at Brancaster House Financial Planning
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Contact Information
us****@****om
(386) 825-5501
Location
Norwich, United Kingdom, GB

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Bio

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Credentials

  • Diploma in Regulated Financial Planning
    Chartered Insurance Institute
    Feb, 2020
    - Nov, 2024
  • Certificate in Financial Services
    Chartered Insurance Institute
  • Certificate in Investment Operations
    Chartered Insurance Institute

Experience

  • Brancaster House Financial Planning
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Jul 2019 - Present

    • Trainee Financial Planner
      • Jan 2018 - Jul 2019

    • Technical Analyst
      • Oct 2016 - Jul 2019

  • Almary Green Investments Ltd
    • Financial Services Administrator
      • Jan 2015 - Oct 2016

  • ReAssure
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Customer Service Representative
      • Jul 2006 - Dec 2014

Education

  • City College Norwich
    Public Services, Triple Distinction
    2006 - 2008
  • Notre Dame High School
    2001 - 2006

Community

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