Jonathan Cii Email
Wealth Management Partner
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Jonathan Cii Location
- Wigan, GB
Jonathan Cii Work
- 2016 -now Wealth Management Partner @ TRUE POTENTIAL WEALTH MANAGEMENT LLP
- 2014 -2016 Specialist Financial Advice Manager @ NatWest Bank
- 2013 -2014 Personal Mortgage Advisor @ NatWest
- 2013 -2013 Client Portfolio Planner @ NatWest
- 2011 -2012 Financial planning manager @ NatWest Bank
- 2008 -2011 Customer advisor @ NatWest Bank
- 2006 -2007 Bar tender @ Bryn Masonic hall
Jonathan Cii Education
- The Chartered Insurance Insitute
Pension Update Paper (R08)
- The Chartered Insurance Insititute
AF4 Investment Planning (AF4)
- The Chartered Insurance Institue
AF5 Financial Planning Process
- The Chartered Insurance Insitute
(Certificate in Long Term Care Planning)
- The Chartered Insurance Insitute
(Diploma in Regulated Financial Planning)
- The Chartered Insurance Insitute
(Certificate in Mortgage Practice)
- The Chartered Insurance Insitute
(AF3 Pension Planning)
Jonathan Cii Skills
- Marketing
- Portfolio Management
- Business Strategy
- Change Management
- Financial Services
- Personal Financial Planning
- Sales
- Investments
- Strategic Financial Planning
- Banking
- Insurance
- Protection
- Financial Advisory
- Financial Planning
- Income Protection
- Pensions
Jonathan Cii Summary
- Jonathan Cii, based in Wigan, GB, is currently a Wealth Management Partner at TRUE POTENTIAL WEALTH MANAGEMENT LLP. Jonathan Cii brings experience from previous roles at NatWest Bank and NatWest. Jonathan Cii holds a Pension Update Paper in R08 @ The Chartered Insurance Insitute. With a robust skill set that includes Marketing, Portfolio Management, Business Strategy, Change Management, Financial Services and more. Jonathan Cii has 1 emails on RocketReach.
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