David Fpfs Email
Wealth Management Partner @ True Potential LLP
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David Fpfs Location
- Dorchester, GB
David Fpfs Work
- 2012 -now Wealth Management Partner @
- 2011 -2012 South West Area Manager @
- 2007 -2010 Senior Business Financial Planning Manager @
- 2005 -2007 Area Development Manager @
- 2002 -2005 Area sales manager @
- 1993 -2002 Financial Planning Manager @
- 1985 -1993 Clerical grades @
David Fpfs Education
- CII - Chartered Insurance Institute
RO8 Award In Pensions Update (Award in Pensions Update for the Changes bought about by the Taxation of Pensions Act 2014)
2015-2015 - CII- Chartered Insurance Institute
(AF1 Advanced Taxation & Trusts)
2015-2015 - CII - Chartered Insurance Institute
(AF3 Advanced Pensions)
2014-2014 - CII -Chartered Insurance Institute
(AF4 Advanced Investment Planning)
2014-2014 - CII Chartered Insurance Institute
(CF8 Long Term Care Planning)
2014-2014 - CII Chartered Insurance Institute
(J10 Discretionary Fund Management)
2014-2014 - CII Chartered Insurance Institute
Certificate in Equity release (Equity Release)
2013-2013 - CII Chartered Insurance Institute
(RO5 Protection)
2013-2013 - CII Chartered Insurance Institute
AF 5 Financial Planning Process (Advanced Financial Planning Diploma)
2013-2013 - CII Chartered Insurance Institute
(Certificate in Mortgage Planning)
2012-2012 - CII Chartered Insurance Institute
(Financial Planning and Services)
1993-2012 - Bournemouth college
Btec national higher diploma (Business studies)
1987-1989 - Weymouth Grammar School 1980-1985
- Chartered Insurance Institute
Fellow Of the Personal Finance Society (Financial Planning and Services)
David Fpfs Skills
- Corporate Financial Planning
- Pensions
- Life Insurance
- Investments
- Key Person Protection
- Partnership Protection
- Director Share Protection
- Employee Benefits
- Coaching Staff
- Compliance
- Supervisory Management
- Mortgage Lending
- Corporate Finance
- Performance Management
- Income Protection
- Protection
- Private Banking
- Financial Risk
- Wealth Management
- Management
- Banking
- Retail Banking
- Strategic Financial Planning
- Retirement Planning
- Business Planning
- Risk Management
- Relationship Management
- Savings
- Retirement
- Training
- Financial Advisory
- Portfolio Management
- Sales Management
- Financial Services
- Wealth Management Services
- Critical Illness
- Investment Advisory
- Finance
- Inheritance Tax Planning
- Loans
- Investment Strategies
- Commercial Banking
- Fixed Annuities
- Residential Mortgages
- Insurance
- Funding
- Business Development
- Cross Selling
- Financial Planning
- Strategy
- Marketing
- JavaScript
David Fpfs Summary
- David Fpfs, based in Dorchester, GB, is currently a Wealth Management Partner at True Potential LLP. David Fpfs brings experience from previous roles at NatWest Bank. David Fpfs holds a 2015 - 2015 RO8 Award In Pensions Update in Award in Pensions Update for the Changes bought about by the Taxation of Pensions Act 2014 @ CII - Chartered Insurance Institute. With a robust skill set that includes Corporate Financial Planning, Pensions, Life Insurance, Investments, Key Person Protection and more. David Fpfs has 2 emails on RocketReach.
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