Marc Nummy Email
Financial Adviser @ The Path
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Marc Nummy Location
- United Kingdom
Marc Nummy Work
- 2021 -now Financial Adviser @
- 2018 -2021 Independent Financial Adviser @ Spearpoint Consultants Ltd
- 2014 -2018 Financial Consultant @ PFS UK Ltd
- 2013 -2014 AE Project Manager @ Secondsight
- 2010 -2013 Online Consultant @
- 2008 -2010 Mortgage and Protection Adviser @ Tierney Financial Services
- 2007 -2008 Mortgage Adviser @
- 2002 -2006 Business Owner @ ChipsAway Brighton
- 1998 -2001 Commercial Manager @ IDG Communications
- 1995 -1998 Senior Paper Controller @
- 1992 -1995 Paper Buyer @ RA Brand & Co
- 1989 -1992 Marketing Services Executive @ Rhone Poulenc plc
Marc Nummy Education
- CFA Society UK
(IMC, CFA UK Level 4 Certificate in Investment Management)
2020 - Chartered Insurance Institute
CertPFS (DM) (CertPFS (DM), CII Level 4 Certificate in Discretionary Investment Management)
2020 - Chartered Insurance Institute
AF4 Investment Planning (AF4 Investment Planning, Advanced Diploma in Financial Planning)
2018 - Chartered Insurance Institute
AF3 Pension Planning (AF3 Pension Planning, Advanced Diploma in Financial Planning)
2017 - Pensions Management Institute
IMC (Certificate in Pensions Automatic Enrolment)
2013 - Chartered Insurance Institute
DipPFS (DipPFS, Diploma in Financial Planning)
2012 - Chartered Insurance Institute
CertCII (MP&ER) (CertCII (MP&ER), Certificate in Mortgage Advice and Equity Release)
2008 - The Institute of Financial Services
Certificate in Pensions Automatic Enrolment (Advanced CeMAP)
2007 - University of Lincoln
BA (Hons) Business Studies (BA (Hons) Business Studies)
1985-1989 - King Edward VI College, Nuneaton 1982-1984
- King Henry VIII School, Coventry 1980-1982
Marc Nummy Skills
- Pensions
- Wealth
- Wealth Management
- Mortgage Lending
- Retirement Planning
- Retirement
- Financial Services
- Relationship Management
- Income Protection
- Financial Advisory
- Investment Advisory
- Strategic Financial Planning
- Critical Illness
- Inheritance Tax Planning
- Protection
- Savings
- Insurance
- Investments
- Residential Mortgages
- Finance
- Financial Planning
- See 6+see Less
- Strategic Financial
Marc Nummy Summary
- Marc Nummy, based in United Kingdom, is currently a Financial Adviser at The Path. Marc Nummy brings experience from previous roles at Spearpoint Consultants Ltd, PFS UK Ltd, Secondsight and Scottish Life. Marc Nummy holds a CFA Society UK. With a robust skill set that includes Pensions, Wealth, Wealth Management, Mortgage Lending, Retirement Planning and more. Marc Nummy has 2 emails on RocketReach.
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