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Angela Fpfs Location
United Kingdom
Angela Fpfs Work
Financial Advisor @ (August 2024 - Present)
Council Member @ (September 2020 - October 2024)
Chair, Personal Finance Society, London Region @ (January 2020 - October 2024)
Senior Client Director @ Strabens Hall Ltd (August 2022 - August 2024)
Financial Planning Director @ (October 2021 - July 2022)
Chartered Financial Planner @ (August 2019 - July 2021)
Wealth Adviser @ (August 2018 - August 2019)
Financial Planner @ Rosemount IFA Ltd (May 2016 - August 2018)
Senior Financial Paraplanner @ (December 2015 - April 2016)
Paraplanner at CBW Financial Planning @ CBW (Carter Backer Winter LLP) (September 2013 - December 2015)
Administrator with Paraplanning Duties @ PFP Wealth Planning (July 2004 - November 2012)
Office Manager and PA to Senior Partner @ Linn Maggs Goldwin Chartered Accountants (January 1999 - July 2004)
Angela Fpfs Education
Chartered Insurance Institute 2005-2018
Havering Sixth Form College 1995-1997
The Frances Bardsley School for Girls 1990-1995
Angela Fpfs Skills
Paraplanning
Financial Services
Networking
Client Relations
Cash Flow Forecasting
Pension Schemes
Suitability Analysis
Retirement Planning
Financial Planning
Personal Development
Management
Time Management
Investments
Wealth Management
Angela Fpfs Summary
Angela Fpfs, based in United Kingdom, is currently a Financial Advisor at Tanager Wealth Management LLP. Angela Fpfs brings experience from previous roles at Insurance Institute of London, Personal Finance Society, Strabens Hall Ltd and 7IM Private Client. Angela Fpfs holds a 2005 - 2018 Chartered Insurance Institute. With a robust skill set that includes Paraplanning, Financial Services, Networking, Client Relations, Cash Flow Forecasting and more. Angela Fpfs has 1 emails on RocketReach.
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