John Liddle Email
Financial Advisor @ The Financial Planning Centre Ltd
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John Liddle Location
- United Kingdom
John Liddle Work
- Financial Advisor @ (January 2023 - Present)
- Financial Advisor @ (March 2019 - December 2022)
- Financial Advisor @ (January 2019 - March 2019)
- Financial Planner @ 1825 Financial Planning (May 2018 - January 2019)
- Para Consultant @ 1825 Financial Planning (September 2017 - May 2018)
- Paraplanner @ 1825 Financial Planning (March 2014 - September 2017)
- Senior Investment Adminstrator @ (January 2010 - March 2014)
- Investment Administrator @ Robinsons Financial Planners (January 2009 - January 2010)
- Crest Transfer Clerk @ (August 2007 - January 2009)
- Student Placement @ (July 2005 - July 2006)
John Liddle Education
- The Chartered Institute for Securities & Investment (The CISI)
- Liverpool John Moores University
Bachelor's degree (Business Administration and Management, General)
John Liddle Skills
- AI Tools for Financial Services
- Account Portfolio Management
- Business Development
- Client Onboarding
- Client Relations
- Communication
- Customer-Focused Service
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Services
- Investment Advisory Services
- Investments
- Portfolio Management
- Regulatory Compliance (FCA)
- Retirement Planning
- Wealth Management
John Liddle Summary
- John Liddle, based in United Kingdom, is currently a Financial Advisor at The Financial Planning Centre Ltd. John Liddle brings experience from previous roles at Oakworth Financial Planning Ltd, SJB Global and 1825 Financial Planning. John Liddle holds a The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes AI Tools for Financial Services, Account Portfolio Management, Business Development, Client Onboarding, Client Relations and more. John Liddle has 1 emails on RocketReach.
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