LitigationClerk and Financial Adviser and Sales Manager @ (February 1990 - March 2001)
Jason Simpson Education
Chartered Insurance Institute
QCA Level 4 Diploma in Financial Planning (Cert CII (M&P), Financial Planning and Services)
2009-2014
Jason Simpson Skills
Retirement Planning
Banking
Private Banking
Process Improvement
Critical Illness
Operational Risk
Finance
Leadership
Wealth Accumulation
Personal Finance
Savings
Mortgage Lending
Investments
Investment Strategies
SIPP
Wealth Management
Inheritance Tax Planning
Investment Advisory
Risk Management
High Net Worth Individuals
Strategy
Coaching
Pensions
Portfolio Management
Management
Financial Advisory
Retirement
Public Speaking
Marketing
Relationship Management
Financial Services
Financial Risk
Wealth Management Services
Sales
Wealth
Retail Banking
Protection
Quality Assurance
Income Protection
Residential Mortgages
Strategic Financial Planning
Jason Simpson Summary
Jason Simpson, based in Manchester, GB, is currently a Head of Regional Compliance at Fairstone Group Ltd. Jason Simpson brings experience from previous roles at Fairstone Group Ltd, Quilter Financial Planning, Huntswood and HSBC. Jason Simpson holds a 2009 - 2014 QCA Level 4 Diploma in Financial Planning in Cert CII (M&P), Financial Planning and Services @ Chartered Insurance Institute. With a robust skill set that includes Retirement Planning, Banking, Private Banking, Process Improvement, Critical Illness and more. Jason Simpson has 3 emails and 1 mobile phone numbers on RocketReach.
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