David Fpfs's Location
Dorchester, GB
David Fpfs's Work
- Wealth Management Partner @ True Potential LLP
- South West Area Manager @ NatWest Bank
- Senior Business Financial Planning Manager @ NatWest Bank
- Area Development Manager @ NatWest Bank
- Area sales manager @ NatWest Bank
- Financial Planning Manager @ NatWest Bank
- Clerical grades @ NatWest Bank
David Fpfs's 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 - Chartered Insurance Institute
Fellow Of the Personal Finance Society (Financial Planning and Services)
- CII - Chartered Insurance Institute
AF3 Advanced Pensions
2014 - 2014 - CII -Chartered Insurance Institute
AF4 Advanced Investment Planning (Passed AF4)
2014 - 2014 - CII Chartered Insurance Institute
CF8 Long Term Care Planning (Exam passed)
2014 - 2014 - CII Chartered Insurance Institute
J10 Discretionary Fund Management (CertPFS(DM))
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
David Fpfs's Skills
- Corporate Financial Planning
- Pensions
- Life Insurance
- Investments
- Key Person Protection
- Partnership Protection
- Director Share Protection
- Employee Benefits
- Coaching Staff
- Compliance
David Fpfs's Summary
David Fpfs, based in Dorchester, GB, is currently a Wealth Management Partner at True Potential LLP, bringing 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 contributes valuable insights to the industry. David Fpfs has 2 emails on RocketReach.
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