Jonathan Fpfs Email
Director and Chartered Financial Planner @ McHardy Private Wealth Ltd
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Jonathan Fpfs Location
- Aberdeen, GB
Jonathan Fpfs Work
- Director and Chartered Financial Planner @ (October 2024 - Present)
- Financial Planning Director and Chartered Financial Planner @ (February 2022 - Present)
- Chartered Financial Planner @ (December 2018 - February 2022)
- Corporate and Chartered Financial Planner @ (December 2014 - November 2018)
- Business Development Consultant @ (August 2011 - November 2014)
- Financial Planner @ Central Investment Services (April 2009 - July 2011)
- Financial Planning Manager @ (February 2008 - April 2009)
- Account Manager @ Scottish Widows (January 1999 - January 2007)
Jonathan Fpfs Education
- Glasgow Caledonian University
Financial Services
1997-1999 - Falkirk High School 1992-1997
Jonathan Fpfs Skills
- Bonds
- CII AF1 - Personal Trust & Tax Planning
- CII AF3 - Advanced Pension Planning
- CII AF5 - Financial Planning Process
- CII Advanced Diploma in Financial Services
- Employee Benefits
- Finance
- Financial Advisory
- Financial Planners
- Financial Services
- Income Protection
- Inheritance Tax Planning
- Life Insurance
- Pensions
- Personal Pensions
- Retirement
- Retirement Planning
- Retirement Savings
- SIPP
- Strategic Financial Planning
- Wealth
- Wealth Accumulation
- Wealth Management
Jonathan Fpfs Summary
- Jonathan Fpfs, based in Aberdeen, GB, is currently a Director and Chartered Financial Planner at McHardy Private Wealth Ltd. Jonathan Fpfs brings experience from previous roles at McHardy Financial Ltd, Tilney Group, Acumen Financial Planning and AEGON UK. Jonathan Fpfs holds a 1997 - 1999 Financial Services @ Glasgow Caledonian University. With a robust skill set that includes Bonds, CII AF1 - Personal Trust & Tax Planning, CII AF3 - Advanced Pension Planning, CII AF5 - Financial Planning Process, CII Advanced Diploma in Financial Services and more. Jonathan Fpfs has 3 emails on RocketReach.
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