Engage and inform your clients by taking advantage of our professional support services.
As a practising Independent Financial Adviser and freelance Paraplanner, I have a wide range of qualifications, experience and understanding of our profession. You can work with me to enhance your client reports and service.
CISI Private Client Investment Advice & Management
CFAUK Investment Management Certificate
CII Diploma in Regulated Financial Planning
LIBF Certificate in Mortgage Advice & Practice
LIBF Certificate in Regulated General Insurance
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+44 7901 578 462