Michael Meech Email
Chartered Financial Planner @ ClearPlan Financial Services
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Michael Meech Location
- Congleton, GB
Michael Meech Work
- 2018 -now Chartered Financial Planner @
- 2017 -2018 Chartered Financial Planner and Fellow of The Personal Finance Society @
- 2015 -2017 Chartered Financial Planner and Fellow of The Personal Finance Society @
- 2013 -2015 Paraplanner @
- 2012 -2013 Paraplanner @
- 2011 -2012 Life and Pensions Administrator @
- 2009 -2011 Office Administrator @
Michael Meech Education
- The Chartered Insurance Institute (CII)
Advanced Diploma in Financial Planning – APFS®
2013-2014 - The Chartered Insurance Institute (CII)
Diploma in Financial Planning – DipPFS®
2010-2011 - The Chartered Insurance Institute (CII)
Certificate in Financial Planning – CertPFS®
2009-2010 - The Chartered Insurance Institute (CII)
Certificate in Mortgage Advice
2009-2009 - The Nottingham Trent University
BA (hons) (Business Studies, Quality and Business Excellence at The Nottingham Trent University)
2004-2008 - The Chartered Insurance Institute (CII)
(Fellowship of the Personal Finance Society – FPFS®)
- The Chartered Insurance Institute (CII)
(Chartered Financial Planner – APFS®)
Michael Meech Skills
- Investments
- Retirement Planning
- Financial Analysis
- Strategic Financial Planning
- Pensions
- Financial Planning
- Trusts
- Cash Flow
- Retirement
- Finance
- Financial Advisory
- Financial Services
- Investment Advisory
- Portfolio Management
- Relationship Management
- Wealth
- Wealth Management
Michael Meech Summary
- Michael Meech, based in Congleton, GB, is currently a Chartered Financial Planner at ClearPlan Financial Services LTD. Michael Meech brings experience from previous roles at Ascot Lloyd, Depledge Strategic Wealth Management Ltd, Brewin Dolphin and Greystone Financial Services. Michael Meech holds a 2013 - 2014 Advanced Diploma in Financial Planning – APFS® @ The Chartered Insurance Institute (CII). With a robust skill set that includes Investments, Retirement Planning, Financial Analysis, Strategic Financial Planning, Pensions and more. Michael Meech has 1 emails on RocketReach.
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