Chartered Steve Pennington Fpfs Email

Lifestyle Financial Planner @ Attivo Financial Planning

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Chartered Steve Pennington Fpfs's Location

London, GB

Chartered Steve Pennington Fpfs's Work

Lifestyle Financial Planner @ Attivo Financial Planning
Director, Lifestyle Financial Planning ( Head of Financial Planning) @ Attivo Financial Planning
Director, Head of Wealth Planning @ WH Ireland

Director, Head of Wealth Planning @ Arbuthnot Latham
Vice President - Wealth Planning @ Barclays Wealth Management
Financial Planning Manager - London @ Adam and Company plc
Wealth Management Consultant ( Bank of Scotland Investment Service ) @ Lloyds Banking Group - UK Private Banking

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Chartered Steve Pennington Fpfs's Education

Chartered Insurance Institute
Fellowship, Chartered Financial Planner (Lifestyle Financial Planning)
2007 - 2023
CISI
PCIAM, Chartered FCSI (Private Client Investment Advice and Management (level 6))
2011
IFS School of Finance
2007 - 2007

The Open University
PGCM (Post Graduate Certificate in Management as part of Corporate Management Development Program)
1993 - 1995
The University of Sheffield
BA (Hons), Business Management ( with IT systems minor) (10 modules including Marketing, Accounting, Corporate Finance, Operations Management and IT)
1990 - 1993
Welbeck College
(Double Maths, Physics,German, French, History, General Studies)
1985 - 1987
Ranelagh School
10 x O'Levels
1980 - 1985

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Chartered Steve Pennington Fpfs's Skills

Wealth Management
Financial Advisory
Investment Advisory

Intergenerational Wealth Transfer
Estate Planning
Strategic Thinking
Business Development
Team Leadership
Operations Management
Regulatory Supervision

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Chartered Steve Pennington Fpfs's Summary

Chartered Steve Pennington Fpfs, based in London, GB, is currently a Lifestyle Financial Planner at Attivo, bringing experience from previous roles at Attivo, WH Ireland, Arbuthnot Latham & Co., Ltd and Barclays Wealth Management. Chartered Steve Pennington Fpfs holds a 2007 - 2023 Fellowship, Chartered Financial Planner in Lifestyle Financial Planning @ Chartered Insurance Institute. With a robust skill set that includes Wealth Management, Financial Advisory, Investment Advisory, Intergenerational Wealth Transfer, Estate Planning and more, Chartered Steve Pennington Fpfs contributes valuable insights to the industry. Chartered Steve Pennington Fpfs has 2 emails on RocketReach.