Cert Jack Smith Dippfs's Location
Princes Risborough, Buckinghamshire, United Kingdom
Cert Jack Smith Dippfs's Work
- Financial Planning Partner @ Island Financial Strategy
- Independent Financial Advisor @ AFH Wealth Management
- Pensions and Wealth Management Consultant @ Mattioli Woods plc
- Developing Wealth Management Consultant @ Mattioli Woods plc
- Account Manager @ Mattioli Woods plc
Cert Jack Smith Dippfs's Education
- The Chartered Insurance Institute
Diploma in Regulated Financial Planning (DipPFS)
2015 - 2016 - The Open University
180 University credits gained. ( Accounting , Business, Economics.)
2012 - 2016 - Loughborough College
NVQ ( Business Studies, Distinction)
2010 - 2011
- Rawlins CC
Cert Jack Smith Dippfs's Skills
- Holistic Financial Planning
- Wealth Management
- Sales
- Investments
- Trusts
- Investment Properties
- Pension Schemes
- Self-Invested Personal Pension (SIPP)
- Customer Service
- New Business Development
Cert Jack Smith Dippfs's Summary
Cert Jack Smith Dippfs, based in Princes Risborough, Buckinghamshire, United Kingdom, is currently a Financial Planning Partner at Island Financial Strategy LLP, bringing experience from previous roles at Afh Wealth Management and Mattioli Woods PLC. Cert Jack Smith Dippfs holds a 2015 - 2016 Diploma in Regulated Financial Planning (DipPFS) @ The Chartered Insurance Institute. With a robust skill set that includes Holistic Financial Planning, Wealth Management, Sales, Investments, Trusts and more, Cert Jack Smith Dippfs contributes valuable insights to the industry. Cert Jack Smith Dippfs has 1 email on RocketReach.
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Financial Planning Partner at Island Financial Strategy
Princes Risborough, Buckinghamshire, United Kingdom1
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