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 @
- 2019 -2020 Para Planner @
- 2007 -2019 Para Planner @
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
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.
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