Philip Mcsi Email
Chartered and Certified Financial Planner CFP™ @ Just Financial Group Ltd
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Philip Mcsi Location
- St Helens, GB
Philip Mcsi Work
- 2020 -now Chartered and Certified Financial Planner CFP™ @
- 2019 -2020 Wealth Management Advisor, Private Clients @
- 2014 -2019 Private Clients Advice Manager @
- 2011 -2014 Wealth Management Adviser @
- 2008 -2011 Senior Financial Advisor @
- 2006 -2008 Personal Financial Advisor @
Philip Mcsi Education
- The London Institute of Banking & Finance
Advanced DipFA (Investments and Securities)
2019-2021 - Chartered Institute for Securities & Investment
Certified Financial Planner CFP™ (Level 7) (Business and Personal/Financial Services Marketing Operations)
2017-2018 - Chartered Insurance Institute
FPC 1,2,3 SV1, MAQ, R08 (Financial Planning and Services)
2003-2016 - Chartered Institute of Bankers in Scotland
CIOBS Dip IP (Level 5) (Financial Planning and Services)
2009-2011 - University of Leeds
Bachelor of Science (BSc) (Biochemistry)
2000-2003 - Carmel Sixth Form College
Chemistry, Biology, Sports Science, General Studies. (Biology/Biological Sciences, General)
1998-2000
Philip Mcsi Summary
- Philip Mcsi, based in St Helens, GB, is currently a Chartered and Certified Financial Planner CFP™ at Just Financial Group Ltd. Philip Mcsi brings experience from previous roles at Schroders Personal Wealth and Lloyds Banking Group. Philip Mcsi holds a 2019 - 2021 Advanced DipFA in Investments and Securities @ The London Institute of Banking & Finance. Philip Mcsi has 1 emails on RocketReach.
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