Simon Fpfs Email & Phone Number
Associate and Senior Investment Manager @ Boolers
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Simon Fpfs Location
- Leicester, GB
Simon Fpfs Work
- 2013 -now Associate and Senior Investment Manager @
- 2012 -2013 Associate Director @ AGB Financial Services Limited
- 2007 -2012 Business Development Manager @
- 2006 -2007 Regional Investment Manager @
- 2000 -2006 Senior Consultant @
- 1993 -2000 Sales Support then Sales Consultant @
- 1992 -1993 Mortgage Administrator @ Spencers Estate Agency
- 1992 -1992 Financial Consultant @ Ideal Benefit Society
- 1992 -1992 Financial Consultant @
- 1990 -1992 Mortgage Completions Administrator @
- 1988 -1990 Administrative Assistant then Administrative Officer @
Simon Fpfs Education
- Chartered Insurance Institute
- Stanley High School, Southport
Simon Fpfs Skills
- Investment Process
- Fund Analysis
- Investment Portfolio Construction
- Wealth Management
- Pensions
- Investments
- Strategic Financial Planning
- Investment Strategies
- Asset Managment
- Investment Advisory
- Retirement Planning
- Asset Allocation
- Investment Management
- Wealth Management Services
- High Net Worth Individuals
- Alternative Investments
- Analysis
- Asset Management
- Bonds
- Business Development
- Finance
- Financial Markets
- Financial Modeling
- Fixed Annuities
- Funding
- Inheritance Tax Planning
- Long-term Care
- Portfolio Management
- Trusts
- Wealth
Simon Fpfs Summary
- Simon Fpfs, based in Leicester, GB, is currently a Associate and Senior Investment Manager at Boolers. Simon Fpfs brings experience from previous roles at AGB Financial Services Limited, Aviva plc, AIG Life Limited and Zurich Financial Services. Simon Fpfs holds a Chartered Insurance Institute. With a robust skill set that includes Investment Process, Fund Analysis, Investment Portfolio Construction, Wealth Management, Pensions and more. Simon Fpfs has 1 emails on RocketReach.
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