Peter Staple Email
Independent Financial Adviser @ Straight Talk Financial Planning Ltd
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Peter Staple Location
- Southampton, England, GB
Peter Staple Work
- 2020 -now Independent Financial Adviser @
- 2017 -2020 Independent Financial Adviser @ Cadde Wealth Management Limited
- 2014 -2016 Financial Planning Manager @
- 2012 -2013 Sales Manager @
- 2003 -2012 Financial Advisor @
- 1997 -2003 Senior Account Manager @
Peter Staple Education
- Institute of Financial Services
Diploma in Financial Advice - Level 4 (Financial Planning and Advice)
2010-2011 - Institute of Financial Services
FPC 1/2/3 (Financial Planning and Services)
1999-2002
Peter Staple Skills
- Customer Service
- Sales
- Management
- Relationship Management
- Risk Management
- Team Management
- Sales Management
- Retail Banking
- Portfolio Management
- Wealth Management
Peter Staple Summary
- Peter Staple, based in Southampton, England, GB, is currently a Independent Financial Adviser at Straight Talk Financial Planning Ltd. Peter Staple brings experience from previous roles at Cadde Wealth Management Limited, Banco Santander and Lloyds Banking Group. Peter Staple holds a 2010 - 2011 Diploma in Financial Advice - Level 4 in Financial Planning and Advice @ Institute of Financial Services. With a robust skill set that includes Customer Service, Sales, Management, Relationship Management, Risk Management and more. Peter Staple has 1 emails on RocketReach.
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