Siobhan Rowland DipPFS

Financial Planner at Janine Edwards Wealth Management
  • Claim this Profile
Contact Information
Location
Leamington Spa, England, United Kingdom, GB

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.

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Jan 2021 - Present

    • Financial Planner
      • Jan 2021 - Present

      Holistic Financial Planner All of our circumstances are unique, so we all require a tailored solution for our specific needs.Having financial security means you have choices in the future; I want everyone to have that. Without it, you could potentially be forced down a path you didn’t want to go down.The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives Your profile will then be approved by FP and it will reviewed annually. I’m not sure who would normally advise on this when you join BUT not to worry, we are on it now.

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • National Account Manager
      • Mar 2020 - Jan 2021

    • Senior Business Development Manager
      • Nov 2019 - Mar 2020

    • Business Development Manager
      • Sep 2008 - Mar 2020

      Looking at opportunities for growth and maintaining market shares already achieved in the midlands intermediary market for protection business. This involves planning and preparing presentations. Establishing and maintaining working relationships. Communicating new product developments, sales ideas and techinical expertise to prospective clients with a view of helping them generate new sales/income. Providing management with market feedback and knowing the competition.Winner: BESMA Sales Professional of the Year 2013 (Institute of Sales and Marketing, ISMM)Qualifications: CeMap, Cert CII ER, CertPFS, DipPFS

    • Real Estate
    • 1 - 100 Employee
    • Mortgage and Protection Adviser
      • Oct 2001 - Aug 2008

    • United Kingdom
    • Banking
    • 300 - 400 Employee
    • Mortgage Advisor
      • Sep 1999 - Sep 2001

    • Customer Services Rep
      • Oct 1996 - Sep 1999

Education

  • Campion School
    1991 - 1996

Community

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