1989 -
1994 Financial Adviser and Financial Services Manager @ TSB Trust Company
1984 -
1989 Senior Branch Manager @ Avco Trust
Simon Mifs Education
Institute of Financial Services
Level 4 Diploma for Financial Advisers (Financial Planning and Services)
2011null
Member of the Personal Finance Society
(Financial Planning and Services)
2005null
Chartered Insurance Institute
Financial Planning Certificate (Financial Planning and Services)
1996null
Mid Cheshire College, Northwich. Cheshire
National Diploma (Business Studies)
1980null
Helsby Grammar School for boys
7 GCE O Levels
1975null
Simon Mifs Skills
Estate Planning
Effective Investment Strategies
Financial Advisory
Pensions
Retirement Planning
Financial Planning
Wealth Management Services
Portfolio Management
Investments
Finance
Investment Advisory
Asset Allocation
Financial Services
Wealth Management
Strategic Financial Planning
High Net Worth Individuals
Microsoft Office
Investment Strategies
Investment Advisory Services
Wealth
Pension Funds
Project Management
Growing Your Estate
Inheritance Tax Planning
Retirement
Simon Mifs Summary
Simon Mifs, based in United Kingdom, is currently a Senior Financial Adviser at Willson Grange Limited. Simon Mifs brings experience from previous roles at The Halifax, Birmingham Midshires Building Society, Prudential Financial Services and TSB Trust Company. Simon Mifs holds a Level 4 Diploma for Financial Advisers in Financial Planning and Services @ Institute of Financial Services. With a robust skill set that includes Estate Planning, Effective Investment Strategies, Financial Advisory, Pensions, Retirement Planning and more. Simon Mifs has 1 emails on RocketReach.
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