Compliance Manager and Pension Specialist with Chartered Financial Planner qualifications @ The Spectrum IFA Group
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David Fpfs Location
Luxembourg
David Fpfs Work
2009 -
now Compliance Manager and Pension Specialist with Chartered Financial Planner qualifications @
2007 -
2009 Financial Planning Consultant @
2005 -
2007 Financial Planning Consultant @
2003 -
2005 Client Assistant @
David Fpfs Education
Chartered Insurance Institute
(Chartered Financial Planner, FPFS)
2001
-
2014
Sheffield Hallam University
BA (Hons) 2:1 (Financial Services)
1998
-
2001
Nower hill
David Fpfs Skills
QROPS
Estate Planning
Financial Advisory
Portfolio Management
Savings
Strategic Financial Planning
Investments
Financial Planners
Inheritance Tax Planning
Pensions
Mortgages in France
Pension Planning
Financial Services
Retirement Planning
Wealth Management
Life Insurance
Protection
Asset Management
Finance
Financial Planning
David Fpfs Summary
David Fpfs, based in Luxembourg, is currently a Compliance Manager and Pension Specialist with Chartered Financial Planner qualifications at The Spectrum IFA Group. David Fpfs brings experience from previous roles at Killik & Co, Legal & General Investment Management and Commerzbank Ag. David Fpfs holds a 2001 - 2014 Chartered Insurance Institute. With a robust skill set that includes QROPS, Estate Planning, Financial Advisory, Portfolio Management, Savings and more. David Fpfs has 2 emails on RocketReach.
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