Simon Thompson Email
Partner @ Raven
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Simon Thompson Location
- United Kingdom
Simon Thompson Work
- 2024 -now Partner @
- 2019 -2024 Director @
- 2016 -2019 Director @ Welby Associates Wealth Management Limited
- 2014 -2019 Financial Planner @
- 2010 -2014 Financial Adviser @ Premier Financial Planning Belfast
Simon Thompson Education
- The Chartered Insurance Institute
Certificate in Mortgage Advice (Cert CII (MP))
2009-2011 - R.B.A.I 1995-2002
- The Chartered Insurance Institute
Diploma in Regulated Financial Planning (DipPFS)
2012
Simon Thompson Skills
- Wealth Management
- Retirement Planning
- Pensions
- Investments
- Business Protection
- Independent Financial Advice
- Insurance
- Business Development
- Mortgage Lending
- Income Protection
- Critical Illness
- Residential Mortgages
- Life Insurance
- Personal Protection
- Business
- Microsoft Excel
- Marketing Strategy
- Training
- Strategic Planning
Simon Thompson Summary
- Simon Thompson, based in United Kingdom, is currently a Partner at Raven. Simon Thompson brings experience from previous roles at Catalyst Financial Planning Ltd, Welby Associates Wealth Management Limited, Welby & Associates and Premier Financial Planning Belfast. Simon Thompson holds a 2009 - 2011 Certificate in Mortgage Advice (Cert CII (MP)) @ The Chartered Insurance Institute. With a robust skill set that includes Wealth Management, Retirement Planning, Pensions, Investments, Business Protection and more. Simon Thompson has 1 emails on RocketReach.
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