Keith Er Location
Warrington, GB
Keith Er Work
- 2020 - now Financial Planner @ LIFT-Financial Group
- 2018 - 2019 Financial Advisor @ Shackleton - Britain’s financial adviser
- 2018 - 2019 Director @ Shackleton - Britain’s financial adviser
- 2014 - 2018 Vice President Sales @ J.P. Morgan Asset Management
- 2009 - 2013 Senior Regional Sales Manager @ HSBC
- 2005 - 2009 Regional Sales Director @ BlackRock
Keith Er Education
- Chartered Insurance Institute
Cert CII (MP) (The Society of Mortgage Professionals)
2019 - 2019 - Chartered Insurance Institute
Cert (ER) (Equity Release)
2019 - 2019 - Chartered Insurance Institute
Investment Management Certificate (IMC)
2006 - 2006
- Chartered Insurance Institute
Investment Advice Certificate (IAC) (Investment Advice Certificate (IAC))
2005 - 2005 - Chartered Insurance Institute
Dip PFS (Diploma In Regulated Financial Services)
- European Financial Planning Association
European Financial Adviser (Financial Advice)
- Chartered Insurance Institute
Cert (MP) (Society of Mortgage Professionals)
2019
Keith Er Summary
Keith Er, based in Warrington, GB, is currently a Financial Planner at Brooks Financial (Formerly LIFT-Financial Group). Keith Er brings experience from previous roles at Chadwicks IFA, J.P. Morgan Asset Management and HSBC Global Asset Management (UK) Ltd. Keith Er holds a 2019 - 2019 Cert CII (MP) in The Society of Mortgage Professionals @ Chartered Insurance Institute. Keith Er has 1 emails and 1 mobile phone numbers on RocketReach.
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