David Fpfs Location
Dorchester, GB
David Fpfs Work
- 2012 - now Wealth Management Partner @ True Potential LLP
- 2011 - 2012 South West Area Manager @ NatWest Bank
- 2007 - 2010 Senior Business Financial Planning Manager @ NatWest Bank
- 2005 - 2007 Area Development Manager @ NatWest Bank
- 2002 - 2005 Area sales manager @ NatWest Bank
- 1993 - 2002 Financial Planning Manager @ NatWest Bank
- 1985 - 1993 Clerical grades @ NatWest Bank
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
David Fpfs Skills
- Corporate Financial Planning
- Pensions
- Life Insurance
- Investments
- Key Person Protection
- Partnership Protection
- Director Share Protection
- Employee Benefits
- Coaching Staff
- Compliance
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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