David Swaby Email
Independent Financial Advisor @ Continuum (Financial Services) LLP
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David Swaby Location
- Kingston upon Hull, GB
David Swaby Work
- 2024 -now Independent Financial Advisor @
- 2017 -2024 Senior Financial Adviser @
- 2013 -2017 Mortgage and Protection Manager @
- 2010 -2013 Customer Service Officer @
David Swaby Education
- Chartered Insurance Institute
(Fellowship Status)
2023 - Chartered Insurance Institute
(Level 6 Advanced Diploma in Financial Planning)
2023 - Chartered Insurance Institute
(Chartered Financial Planner)
2023 - Chartered Insurance Institute
(Level 4 Certificate in Advanced Mortgage Advice)
2022 - Chartered Insurance Institute
(Level 4 Certificate in Discretionary Investment Management)
2022 - Chartered Insurance Institute
(Level 4 Certificate in Securities Advice and Dealing)
2022 - Chartered Insurance Institute
Level 6 Award in Regulated Pension Transfer Advice
2022 - Chartered Insurance Institute
Level 4 Diploma in Regulated Financial Planning
2017 - Chartered Insurance Institute
Level 3 Certificate in Equity Release
2017 - Chartered Insurance Institute
Level 3 Award in Long Term Care Insurance
2017 - Chartered Insurance Institute
Level 3 Certificate in Mortgage Advice
2013 - The London Institute of Banking & Finance
Certificate in Retail Banking Conduct of Business
David Swaby Skills
- Banking
- Retail Banking
- Loans
- Cross Selling
- Financial Services
- Wealth Management
- Mortgage Lending
- Branch Banking
- Customer Service
- Payments
- Consumer Lending
- Internet Banking
- Cash Management
- AML
- Operational Risk
- KYC
- Finance
- Insurance
- Teamwork
- Credit
- Microsoft Office
- Microsoft Word
David Swaby Summary
- David Swaby, based in Kingston upon Hull, GB, is currently a Independent Financial Advisor at Continuum (Financial Services) LLP. David Swaby brings experience from previous roles at Skipton Building Society and HSBC. David Swaby holds a Chartered Insurance Institute. With a robust skill set that includes Banking, Retail Banking, Loans, Cross Selling, Financial Services and more. David Swaby has 2 emails on RocketReach.
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