Ian Cuthbertson Email
Chartered Wealth Planner @ Succession Wealth
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Ian Cuthbertson Location
- United Kingdom
Ian Cuthbertson Work
- Chartered Wealth Planner @ (October 2022 - Present)
- Specialist Financial Advice Manager - Commercial @ (March 2014 - July 2016)
- Independent Financial Adviser @ Pannells Financial Planning Ltd (August 2016 - October 2022)
- Business Financal Planning Manager @ (January 2007 - December 2012)
- Financial Planning Manager @ (May 2005 - December 2006)
- Financial Advisor - Various Roles @ (January 1996 - January 2005)
- Branch Based Banking - Various Positions @ (January 1986 - January 1996)
- Client Portfolio Executive @ (December 2012 - February 2014)
Ian Cuthbertson Education
- CII
Advanced Diploma in Financial Planning (Advanced Diploma in Financial Planning)
2016 - Chartered Banker Institute
Grade: Chartered Banker
Ian Cuthbertson Summary
- Ian Cuthbertson, based in United Kingdom, is currently a Chartered Wealth Planner at Succession Wealth. Ian Cuthbertson brings experience from previous roles at RBS, Pannells Financial Planning Ltd and Royal Bank of Scotland. Ian Cuthbertson holds a Advanced Diploma in Financial Planning in Advanced Diploma in Financial Planning @ CII. Ian Cuthbertson has 1 emails on RocketReach.
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