Chloe Lamb's Location
Plymouth, Plymouth, United Kingdom
Chloe Lamb's Work
- Senior Paraplanner @ Murdoch Asset Management Ltd
- Senior Paraplanner @ Succession Wealth
- Compliance Manager @ Succession Wealth
- Paraplanner @ Succession Wealth
- Compliance @ Succession Wealth
- Office Manager @ WestPoint Financial Consultants
Chloe Lamb's Education
- Chartered Insurance Institute
AF7 - Pension Transfers
- Chartered Insurance Institute
AF5 - Financial Planning Process
- Chartered Insurance Institute
AF6 - Senior Managerment and Supervision
- Chartered Insurance Institute
Diploma in Regulated Financial Planning
- Chartered Insurance Institute
R08 - Pensions Update
- Chartered Insurance Institute
Award in Long Term Care Insurance
- Chartered Insurance Institute
Certificate in Equity Release
- University of Plymouth
BSc Economics
1999 - 2002 - IFS
Certificate in Regulated Customer Care
- Chartered Insurance Institute
Certificate in Mortgage Advice
Chloe Lamb's Skills
- Financial Services
- Investments
- Customer Service
- Microsoft Excel
- Retirement Planning
- Outlook
- PowerPoint
- Wealth Management
- Microsoft Office
- English
Chloe Lamb's Summary
Chloe Lamb, based in Plymouth, Plymouth, United Kingdom, is currently a Senior Paraplanner at Murdoch Asset Management Ltd, bringing experience from previous roles at Succession Wealth. Chloe Lamb holds a AF7 - Pension Transfers @ Chartered Insurance Institute. With a robust skill set that includes Financial Services, Investments, Customer Service, Microsoft Excel, Retirement Planning and more, Chloe Lamb contributes valuable insights to the industry. Chloe Lamb has 1 email on RocketReach.
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Top Murdoch Asset Management Ltd Employees
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2
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James Hollman
Financial Adviser at Murdoch Asset Management Ltd
Salisbury, Wiltshire, United Kingdom1 -
1
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1
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Chloe Lamb
Senior Paraplanner at Murdoch Asset Management Ltd
Plymouth, Plymouth, United Kingdom1 -
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Mark Collard
Investment Analyst at Murdoch Asset Management Ltd
Hampshire, Hampshire, United Kingdom3
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