Experience

Platinum Financial Planning Ltd.

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Chartered Financial Planner

  • Dec 2020 - Present

  Platinum Financial Planning are a leading firm of Independent Financial Advisers and Wealth Managers with offices in Belfast and London.I am privileged to be employed as an Independent Financial Adviser with Platinum Financial Planning, where I get the opportunity to work as part of a team of like-minded colleagues, who put the client at the centre of everything we do. Customers’ needs can vary, including advising commercial clients on investing business assets or establishing an employee pension scheme, to supporting a young person in taking their first steps in planning for retirement. I maintain an up-to-date knowledge in all aspects of financial advice so I can best serve clients on achieving their financial goals.As part of the Platinum Financial Planning team I know that our clients are benefitting from independent advice from a leading financial services firm, committed to providing them with the best possible advice, service and support.



Prudential UK

• United Kingdom
• Financial Services
• 700 & Above Employee

• Chartered Financial Planner

  • Oct 2018 - Dec 2020



Danske Bank

• Denmark
• Financial Services
• 700 & Above Employee

• Independent Financial Adviser

  • Jun 2015 - Oct 2018



First Trust Bank

• Financial Services
• 1 - 100 Employee

• Financial Adviser

  • Oct 2012 - Jun 2015



Coleraine Mortgage Company and Tenet Advice Network

• Independent Insurance and Mortgage Broker

  • Aug 2004 - Oct 2012



AMP

• United Kingdom
• Financial Services

• Mortgage Consultant

  • Oct 2003 - Apr 2004



ProMedica

• Brazil
• Business Consulting and Services
• 1 - 100 Employee

• PC Support

  • Mar 1998 - Oct 1998

  PC Support PC Support