Dan Willers Email & Phone Number
Chartered Financial Planner @ Robertson Baxter
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Dan Willers Location
- Huddersfield, GB
Dan Willers Work
- 2022 -now Chartered Financial Planner @
- 2021 -2022 Chartered Trainee Financial Planner @
- 2015 -2021 Paraplanner @
- 2014 -2015 Paraplanner @ Medical Money Management
- 2013 -2014 Account Manager @ Towergate Financial Group
- 2010 -2013 Paraplanner @
- 2008 -2010 Paraplanner @
- 2007 -2007 Trainee Mortgage Adviser @
- 2003 -2007 Business Banking Service Assistant @
Dan Willers Education
- The London Institute of Banking & Finance
Level 6 Advanced Diploma in Financial Advice (Adv DipFA)
2017-2020 - ifs University College
Diploma for Financial Advisers (DipFA) (Diploma In Financial Advice (DipFA))
2015-2016 - Other Qualifications
(Financial Planning and Services)
2003-2014 - Maltby Sixth Form College
AS Levels (Economics)
2002-2003 - Maltby Comprehensive School
GCSE's
1997-2002
Dan Willers Skills
- Wealth Management
- Microsoft Office
- Financial Advisory
- High Net Worth Individuals
- Banking
- Microsoft Excel
- Investments
- Asset Management
- Inheritance Tax Planning
- Pensions
- Finance
- Retirement
- Customer Service
- Income Protection
- Insurance
- Financial Services
- Retirement Planning
- Pension Funds
- Financial Planning
Dan Willers Summary
- Dan Willers, based in Huddersfield, GB, is currently a Chartered Financial Planner at Robertson Baxter. Dan Willers brings experience from previous roles at Robertson Baxter, Medical Money Management and Towergate Financial Group. Dan Willers holds a 2017 - 2020 Level 6 Advanced Diploma in Financial Advice (Adv DipFA) @ The London Institute of Banking & Finance. With a robust skill set that includes Wealth Management, Microsoft Office, Financial Advisory, High Net Worth Individuals, Banking and more. Dan Willers has 1 emails and 1 mobile phone numbers on RocketReach.
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