Susan Lovell
Chartered Financial Planner at Balance: Wealth Planning Limited- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
West Bridgford, England, United Kingdom, UK
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Bio
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Credentials
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AF4 Advanced Investment Plannng
Chartered Insurance InstituteApr, 2018- Sep, 2024 -
AF5 Advanced Financial Planning
Chartered Insurance InstituteApr, 2018- Sep, 2024 -
Advanced Diploma in Financial Planning
Chartered Insurance InstituteApr, 2018- Sep, 2024 -
AF1 Advanced Personal Tax & Trust Planning
Chartered Insurance Institute -
AF3 Advanced Pension Planning
Chartered Insurance Institute -
Diploma in Financial Planning
Chartered Insurance Institute
Experience
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Balance: Wealth Planning Limited
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United Kingdom
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Financial Services
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1 - 100 Employee
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Chartered Financial Planner
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Apr 2023 - Present
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jch: investment management
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United Kingdom
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Financial Services
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1 - 100 Employee
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Chartered Financial Planner
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Jan 2017 - Apr 2023
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Chattertons Solicitors
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United Kingdom
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Legal Services
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100 - 200 Employee
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Independent Financial Planner
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Nov 2015 - Dec 2016
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Streets Chartered Accountants
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United Kingdom
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Accounting
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100 - 200 Employee
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Financial Planning Manager
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May 2002 - Sep 2015
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Independent Financial Adviser
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Feb 1995 - May 2002
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Community
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