Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • Certificate in Discretionary Investment Management - CertPFS(DM)
    Chartered Insurance Institute
    Dec, 2015
    - Sep, 2024
  • Fellow of the Personal Finance Society
    Chartered Insurance Institute
    Dec, 2015
    - Sep, 2024
  • Chartered Financial Planner FPFS
    Chartered Insurance Institute
    Jun, 2014
    - Sep, 2024

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Chartered Financial Planner
      • Sep 2016 - Present
    • United Kingdom
    • Financial Services
    • Chartered Financial Planner
      • Aug 2011 - Aug 2016

      Independent Financial Adviser Independent Financial Adviser

    • Director
      • Jan 2011 - Aug 2011

      Financial Adviser Financial Adviser

    • Financial Adviser
      • Jan 2010 - Dec 2010

      Financial Adviser Financial Adviser

    • Italy
    • Glass, Ceramics and Concrete Manufacturing
    • 1 - 100 Employee
    • Account Manager
      • 1999 - 2009

      Account Manager Account Manager

Community

You need to have a working account to view this content. Click here to join now