Rosa Fpfs Email
Chartered Financial Planner @ Montgomery Charles Wealth Management Ltd.
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Rosa Fpfs Location
- Wells, GB
Rosa Fpfs Work
- Chartered Financial Planner @ (November 2024 - Present)
- Chartered Financial Planner @ (November 2021 - September 2024)
- Chartered Paraplanner and Graduate Trainee @ (December 2016 - October 2021)
- Trainee Financial Planner @ City Financial Planning Ltd. (February 2015 - November 2016)
- Trainee Financial Planner @ (August 2014 - January 2015)
Rosa Fpfs Education
- Cardiff University / Prifysgol Caerdydd
Bachelor's degree (Economics and Management)
2011-2014
Rosa Fpfs Skills
- Finance
- Financial Planning
Rosa Fpfs Summary
- Rosa Fpfs, based in Wells, GB, is currently a Chartered Financial Planner at Montgomery Charles Wealth Management. Rosa Fpfs brings experience from previous roles at Fort Financial Planning Ltd, Old Mill, City Financial Planning Ltd. and St. James’s Place Wealth Management. Rosa Fpfs holds a 2011 - 2014 Bachelor's degree in Economics and Management @ Cardiff University / Prifysgol Caerdydd. With a robust skill set that includes Finance, Financial Planning and more. Rosa Fpfs has 1 emails on RocketReach.
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