Lucas Fpfs Email
Technical Services Manager @ Pareto Financial Planning
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Lucas Fpfs Location
- Whaley Bridge, GB
Lucas Fpfs Work
- Technical Services Manager @ (June 2022 - Present)
- Technical and Project Support Manage @ (June 2021 - June 2022)
- Senior Paraplanner @ (September 2019 - June 2021)
- Pension Transfer Specialist @ Tenet (September 2018 - July 2019)
- Pensions and Investment File Reviewer @ Mercury Bay Consultants Ltd (June 2016 - September 2018)
- Senior Technical Planner @ (June 2015 - May 2016)
- Adviser Review Manager @ (November 2014 - June 2015)
- Client Manager @ (April 2012 - September 2014)
- Pension Specialist @ Honister Capital (February 2008 - April 2012)
- Pension Technical Consultant @ Sage Financial Services (February 2008 - August 2011)
- Customer Relations Consultant @ (January 2004 - September 2007)
- Pension Review Officer @ Sesame (May 2001 - December 2003)
- Customer Services @ (April 1997 - December 1999)
Lucas Fpfs Education
- The Manchester Metropolitan University
Law (Law)
1992-1995
Lucas Fpfs Skills
- Wealth Management
- Investments
- Pensions
- Asset Management
- Retirement
- Wealth
- Estate Planning
- Fixed Annuities
- Investment Management
- Finance
- Analysis
- Customer Service
- Financial Planning
- Retirement Planning
- Financial Services
Lucas Fpfs Summary
- Lucas Fpfs, based in Whaley Bridge, GB, is currently a Technical Services Manager at Pareto Financial Planning. Lucas Fpfs brings experience from previous roles at Pareto Financial Planning, Tenet and Mercury Bay Consultants Ltd. Lucas Fpfs holds a 1992 - 1995 Law in Law @ The Manchester Metropolitan University. With a robust skill set that includes Wealth Management, Investments, Pensions, Asset Management, Retirement and more. Lucas Fpfs has 2 emails on RocketReach.
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