2017 -2025 Independent Financial Adviser and Mortgage Adviser @
2017 -2018 Regional Manager and International Financial Adviser @
2018 -2020 Independent Financial Adviser @
2013 -2017 Financial Adviser @
1995 -2005 IFA - Independent Financial Adviser @ Self Employed
1994 -1995 Financial Planning Consultant @
Sandy P. Education
ifs University College
CeMAP - Certificate in Mortgage Advice and Practice (Mortgage Advice & Practice)
2015-2019
ifs University College
DipFA - Diploma in Financial Advice (Financial Planning and Services)
2000-2014
Chartered Insurance Institute
Financial Planning Certificate (Financial Planning and Services)
1995-1998
Sackville Secondary School, East Grinstead 1969-1976
Sandy P. Skills
QROPS
Leadership
Financial Advisory
Public Speaking
Pensions
Financial Planning
Tax
Critical Illness
Investments
Finance
Asset Allocation
Income Protection
Financial Services
Wealth Management
Life Insurance
Sales Management
Savings
Offshore Banking
Customer Service
Wealth
Offshore Investments
Inheritance Tax Planning
Loans
Insurance
Retirement Planning
Portfolio Management
Investment Advisory
Pension Funds
Sandy P. Summary
Sandy P., based in Royal Tunbridge Wells, GB, is currently a Retired at Sandy Paterson. Sandy P. brings experience from previous roles at Self-employed, Blacktower Financial Management Limited and Haven Financial Advisers. Sandy P. holds a 2015 - 2019 CeMAP - Certificate in Mortgage Advice and Practice in Mortgage Advice & Practice @ ifs University College. With a robust skill set that includes QROPS, Leadership, Financial Advisory, Public Speaking, Pensions and more. Sandy P. has 1 emails on RocketReach.
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