Aidan Place Email & Phone Number
Financial Planner @ Amber River NI
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Aidan Place Location
- Belfast, GB
Aidan Place Work
- Financial Planner @ (September 2005 - Present)
- Financial Planner @ Kellands (September 2004 - September 2005)
- Financial Planner @ (September 1999 - May 2004)
- Branch Manager and Area co-ordinator @ (April 1983 - September 1999)
Aidan Place Education
- Chartered Insurance Institute
Diploma in Financial Planning (Economics)
2010-2011 - Chartered Insurance Instititute
Certificate in Financial Planning
1999-2000 - St. Aidans C of E High School, Harrogate, North Yorkshire 1975-1983
Aidan Place Skills
- Financial Advisory
- Estate Planning
- Retirement
- Marketing
- Financial Services
- Accounting
- Pension Funds
- Project Management
- Tax Efficient Structures
- Retirement Solutions
- Investment Advisory
- Investments
- Portfolio Management
- Wealth Management
- Saving for Future Goals
- Mutual Funds
- Financial Planning
- Multi Generational Wealth Transfer
- Investment Planning
- Income Protection
- Insurance
- Corporate Financial Planning
- Family Protection
- Life Insurance
- Retirement Planning
- Asset Management
- Investment Management
- Protecting Standards of Living
- Management
- Investment Strategies
- Asset Allocation
- Pensions
- Inheritance Tax Planning
- Wealth
- Financial Reporting
- Relationship Management
Aidan Place Summary
- Aidan Place, based in Belfast, GB, is currently a Financial Planner at Amber River NI. Aidan Place brings experience from previous roles at Kellands, Standard Life and Signet. Aidan Place holds a 2010 - 2011 Diploma in Financial Planning in Economics @ Chartered Insurance Institute. With a robust skill set that includes Financial Advisory, Estate Planning, Retirement, Marketing, Financial Services and more. Aidan Place has 1 emails and 1 mobile phone numbers on RocketReach.
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