Natasha Planner Email
Chartered Financial Planner and Independent Financial Adviser @ Strategic Solutions Financial Services
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Natasha Planner Location
- Bournemouth, GB
Natasha Planner Work
- Chartered Financial Planner and Independent Financial Adviser @ (May 2019 - Present)
- Paraplanner @ (June 2017 - April 2019)
- Senior Administrator and Office Manager for an IFA and Discretionary Investment Management firm @ Charlwood IFA (January 2014 - May 2017)
- Protection Paraplanner, Protection Advisor and Trainee IFA @ Schofield (August 2010 - December 2013)
- PMI Intermediary Constultant @ (January 2009 - July 2010)
- Claims assessor and handler @ (October 2007 - December 2008)
- Sales Support and Key Administrator @ Kondor (September 2006 - September 2007)
- Store Receptionist, Customer Services and Self-Service Supervisor @ (June 2005 - August 2006)
Natasha Planner Education
- Chartered Insurance Institute
(R01, R02, R03, R04, R05, R06, J10, R08, LP2, AF1, AF2, AF4, AF5, AF6, CF6, ER1, CF8)
2008-2022 - Parkstone Grammar School
- Talbot Heath
Natasha Planner Summary
- Natasha Planner, based in Bournemouth, GB, is currently a Chartered Financial Planner and Independent Financial Adviser at Strategic Solutions Financial Services. Natasha Planner brings experience from previous roles at Brewin Dolphin, Charlwood IFA, Schofield and Standard Life. Natasha Planner holds a 2008 - 2022 Chartered Insurance Institute. Natasha Planner has 1 emails on RocketReach.
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