Romford, United Kingdom
£1,000 - £50,000
I have over 20 years of experience in regulated roles within the financial services industry in the UK. Currently I am working for a as a Financial Adviser (Discretionary Fund Management) looking after about 90 clients and managing a total portfolio of c£45 million. Previously I worked for Santander UK plc as a Financial Planning Manager (Investments) for over 18 years. In terms of my academic background, I have completed a Law Degree and the Legal Practice Course (Solicitor's exam) in the UK. I have also obtained professional qualifications in Financial Planning (FPC and Level 4 Dip. CII) and mortgages (CeMAP).
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