Peter Staple Email
Independent Financial Adviser @ Straight Talk Financial Planning Ltd
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Peter Staple Location
- Southampton, England, GB
Peter Staple Work
- Independent Financial Adviser @ (June 2020 - Present)
- Independent Financial Adviser @ Cadde Wealth Management Limited (January 2017 - June 2020)
- Financial Planning Manager @ (June 2014 - September 2016)
- Sales Manager @ (January 2012 - December 2013)
- Financial Advisor @ (April 2003 - May 2012)
- Senior Account Manager @ (April 1997 - April 2003)
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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