Richard Underwood's Location
Ashford, GB
Richard Underwood's Work
- Volunteer @ Pilgrims Hospices
- Assistant Manager @ Pavers Shoes
- Paraplanner @ Perspective Financial Group Ltd
- Paraplanner @ Origen Financial Services
- Suitability Report Writer @ PENSION INCOME PLANNING LIMITED
- Financial Advisor @ Independent Pension Specialists
- Retirement Consultant @ LEBC Group
- Assistant Manager @ T.M.Lewin
- Barista Maestro @ Costa Coffee
- Trainee Independent Financial Advisor @ Portafina
Richard Underwood's Education
- Chartered Insurance Institute
Diploma in Financial Planning (Financial Advice)
2014 - 2016 - The London Institute of Banking & Finance
Certificate in Regulated Equity Release (Equity Release)
2018 - 2018 - ifs University College
DipFA, CeMAP and DipMAP (Financial Planning and Services)
2011 - 2013
- The Chartered Institute for Securities & Investment (The CISI)
Investment Operations Certificate (Investment Operations)
2008 - 2011 - The University of Reading
BA (Hons) (French and Economics)
2003 - 2007 - Sciences Po Lyon - Institut d'Etudes Politiques
ERASMUS year abroad (French and Economics)
2005 - 2006 - Simon Langton Grammar School for Boys
A Levels French, German and Mathematics (Foreign Languages and Literatures, General)
1996 - 2003 - Chartered Insurance Institute
Award in Regulated Pension Transfer Advice (Financial Planning and Services)
2021 - 2021 - Chartered Insurance Institute
Advanced Diploma in Financial Planning (Financial Planning and Services)
Richard Underwood's Skills
- Management
- Sales
- Financial Services
- Strategy
- Customer Service
- Project Management
- Training
- Time Management
- Investments
- Data Analysis
Richard Underwood's Summary
Richard Underwood, based in Ashford, GB, is currently a Volunteer at Pilgrims Hospices, bringing experience from previous roles at Pavers Shoes, Perspective Financial Group Ltd, Origen Financial Services and PENSION INCOME PLANNING LIMITED. Richard Underwood holds a 2014 - 2016 Diploma in Financial Planning in Financial Advice @ Chartered Insurance Institute. With a robust skill set that includes Management, Sales, Financial Services, Strategy, Customer Service and more, Richard Underwood contributes valuable insights to the industry. Richard Underwood has 2 emails and 1 mobile phone number on RocketReach.
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