Blair McCubbin Email & Phone Number
Financial Planner @ Principal & Prosper Ltd
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Blair McCubbin Location
- Dumfries, GB
Blair McCubbin Work
- Financial Planner @ (July 2026 - Present)
- Director @ (February 2023 - July 2026)
- Independent Financial Adviser @ (June 2020 - July 2026)
- Associate Financial Planner @ (January 2019 - May 2020)
- Assistant Financial Planner @ (September 2017 - December 2018)
- Senior Technical Paraplanner @ (February 2017 - September 2017)
- Senior Paraplanner @ (April 2016 - February 2017)
- Paraplanner @ (August 2014 - April 2016)
- Trainee Independant Financial Adviser @ SMG Financial Management LTD (April 2012 - July 2014)
Blair McCubbin Education
- Chartered Insurance Institute
AF1 - Personal Tax and Trust Planning
2018-2018 - Chartered Insurance Institute
Certificate in Equity Release (Finance and Financial Management Services)
2017-2017 - Chartered Insurance Institute
AF3 - Advanced Pension Planning (Financial Planning and Services)
2017-2017 - Chartered Insurance Institute
Diploma in Regulated Financial Planning (Level 4)
2012-2014 - University of Strathclyde
Bachelor of Science (BSc) (Mathematics, Statistics and Finance)
2007-2011 - Dumfries High School 2001-2007
Blair McCubbin Skills
- Equities
- Portfolio Management
- Strategic Financial Planning
- Investment Strategies
- Investments
- Asset Management
- Pensions
- Finance
- Retirement
- Investment Advisory
- Financial Analysis
- Asset Allocation
- Financial Services
- Retirement Planning
- Wealth Management
- Financial Planning
Blair McCubbin Summary
- Blair McCubbin, based in Dumfries, GB, is currently a Financial Planner at Principal & Prosper. Blair McCubbin brings experience from previous roles at SMG FINANCIAL MANAGEMENT LIMITED, Succession Wealth and Saunderson House. Blair McCubbin holds a 2018 - 2018 AF1 - Personal Tax and Trust Planning @ Chartered Insurance Institute. With a robust skill set that includes Equities, Portfolio Management, Strategic Financial Planning, Investment Strategies, Investments and more. Blair McCubbin has 1 emails and 1 mobile phone numbers on RocketReach.
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Blair McCubbin
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