Paul Planner Email

Personal Wealth Adviser - Midlands Regional Hub @ Schroders Personal Wealth

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Paul Planner Location

Birmingham, GB

Paul Planner Work

2020 - now Personal Wealth Adviser - Midlands Regional Hub @ Schroders Personal Wealth
2019 - 2020 Para Planner @ Schroders Personal Wealth
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2007 - 2019 Para Planner @ Lloyds Bank Private Banking
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Paul Planner Education

Chartered Insurance Institute
CII Level 6 Advanced Diploma in Financial Planning
CFA Society United Kingdom
CFA Level 3 Investment Management Certificate
The Chartered Institute for Securities & Investment (The CISI)
CISI Level 4 Regulation & Compliance Module

Chartered Insurance Institute
CII Level 4 Diploma in Financial Planning

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Paul Planner Summary

Paul Planner, based in Birmingham, GB, is currently a Personal Wealth Adviser - Midlands Regional Hub at Schroders Personal Wealth. Paul Planner brings experience from previous roles at Schroders Personal Wealth and Lloyds Bank Private Banking. Paul Planner holds a CII Level 6 Advanced Diploma in Financial Planning @ Chartered Insurance Institute. Paul Planner has 1 emails on RocketReach.

Paul Planner Emails

Found 1 emails

@schroderspersonalwealth.co.uk

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