Patrick Convey Email & Phone Number
Technical Director and Independent Financial Planner @ Cavendish Medical
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Patrick Convey Location
- London, GB
Patrick Convey Work
- 2012 -now Technical Director and Independent Financial Planner @
- 2005 -2012 Paraplanner and Independent Financial Planner @
- 2004 -2005 Paraplanner @ Twenty20 Independent
Patrick Convey Education
- The Chartered Insurance Institute
(Financial Services Qualifications)
2004-2012 - Kingston University
Bachelor of Arts (BA) (Financial Economics)
2000-2003 - St. Columba's College
(GCSE & A Levels)
1993-2000
Patrick Convey Skills
- Pensions
- NHS Pension
- Investments
- Wrap Platforms
- Long-term Care
- Wrap Accounts
- Mortgage Lending
- Wealth Management
- Inheritance Tax Planning
- Retirement Planning
- Protection
- Wealth
- Strategic Financial Planning
- Project Planning
- SQL
- Long Term Care
Patrick Convey Summary
- Patrick Convey, based in London, GB, is currently a Technical Director and Independent Financial Planner at Cavendish Medical Ltd.. Patrick Convey brings experience from previous roles at Cavendish Medical Ltd. and Twenty20 Independent. Patrick Convey holds a 2004 - 2012 The Chartered Insurance Institute. With a robust skill set that includes Pensions, NHS Pension, Investments, Wrap Platforms, Long-term Care and more. Patrick Convey has 1 emails on RocketReach.
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