Elliot Chartered Location
England, United Kingdom
Elliot Chartered Work
- 2025 - now Chartered Financial Planner @ Henwood Court Financial Planning Limited
- 2023 - 2025 Associate Financial Planner @ Henwood Court Financial Planning Limited
- 2021 - 2023 Technical Assistant (Paraplanner) @ Henwood Court Financial Planning Limited
- 2021 - 2021 Paraplanner @ Velocity Financial Planning
- 2021 - 2021 Trainee Paraplanner @ Pool House Group
- 2020 - 2021 Senior Financial Adviser Support @ Wesleyan
- 2018 - 2019 Sales Relationship Coordinator @ Wesleyan
- 2017 - 2018 Administrator @ Wesleyan
- 2016 - 2016 Office Administrator @ Aldi UK
- 2014 - 2014 Intern Consultant @ VC Consulting
Elliot Chartered Education
- Chartered Insurance Institute
AF5, Financial planning process
2023 - 2023 - Chartered Insurance Institute
Diploma in Financial Services
2018 - 2020 - University of Nottingham
Bachelor of Science - Bsc (Business Management)
2014 - 2017
- King Edward's School, Birmingham2006 - 2013
- Chartered Insurance Institute
AF4 (Investment Planning)
2023 - Chartered Insurance Institute
AF1 (Personal Tax and Trust Planning)
2021 - Chartered Insurance Institute
J10 (Discretionary Investment Management)
- Chartered Insurance Institute
R06 (Financial planning practice)
2020 - Chartered Insurance Institute
R05 (Financial protection)
2018 - Chartered Insurance Institute
R04 (Pensions and Retirement Planning)
2020
Elliot Chartered Summary
Elliot Chartered, based in England, United Kingdom, is currently a Chartered Financial Planner at Henwood Court Financial Planning Limited. Elliot Chartered brings experience from previous roles at Henwood Court Financial Planning Limited, Velocity Financial Planning and Pool House Group. Elliot Chartered holds a 2023 - 2023 AF5, Financial planning process @ Chartered Insurance Institute. Elliot Chartered has 1 emails on RocketReach.
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Top Henwood Court Financial Planning Limited Employees
-
Elliot Chartered
Chartered Financial Planner at Henwood Court Financial Planning Limited
England, United Kingdom1 -
Till
Executive Assistant to Nicholas Platt at Henwood Court Financial Planning Limited
England, United Kingdom1 -
Lynette Coffey
Technical Client Associate at Henwood Court Financial Planning Limited
The Royal Town of Sutton Coldfield, GB1 -
Karen Hagan
Paraplanner at Henwood Court Financial Planning Limited
Sandwell, Sandwell, United Kingdom2
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