Philip Cii Email
Independent Financial Consultant @ Platinum Financial Planning Ltd
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Philip Cii Location
- Belfast, GB
Philip Cii Work
- Independent Financial Consultant @ (June 2017 - Present)
- Private Client Director @ (September 2015 - April 2017)
- Principle of Philip Andrews Financial Planning, Associate Partner Practice St. James's Place Wealth @ (November 2013 - September 2015)
- Financial Planning Manager @ (August 1999 - October 2013)
Philip Cii Education
- North Down College
Business Studies (BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES)
1992-1994 - Donaghadee Secondary School
GCSE'S
1988-1992
Philip Cii Skills
- Financial Advisory
- Pensions
- Income Protection
- Strategic Financial Planning
- Wealth
- Finance
- Investment Advisory
- Financial Services
- Investment Strategies
- Mutual Funds
- Retail Banking
- Banking
- Retirement Planning
- Relationship Management
- Inheritance Tax Planning
- Bonds
- Structured Products
- Savings
- Wealth Management Services
- SIPP
- Investments
- High Net Worth Individuals
- Holistic Financial Planning
- Portfolio Management
- Financial Risk
- Protection
- Asset Allocation
- Mortgage Lending
- Wealth Management
- Critical Illness
- Retirement
- Funding
- Fixed Income
- Equities
- Insurance
- Residential Mortgages
- wea
- wealth protection
- financial life planning
- business investment and protection
- communication skills
- Financial Planners
- Financial Planning
- Project Planning
- Project Management
- Research
- Business Strategy
Philip Cii Summary
- Philip Cii, based in Belfast, GB, is currently a Independent Financial Consultant at Platinum Financial Planning Ltd.. Philip Cii brings experience from previous roles at Fisher Investments UK, St. James’s Place Wealth Management and Banco Santander. Philip Cii holds a 1992 - 1994 Business Studies in BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES @ North Down College. With a robust skill set that includes Financial Advisory, Pensions, Income Protection, Strategic Financial Planning, Wealth and more. Philip Cii has 1 emails on RocketReach.
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