Steph Dare-Edwards Email & Phone Number
Advice Process Specialist @ Quilter Cheviot - Financial Planning
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Steph Dare-Edwards Location
- Chester, GB
Steph Dare-Edwards Work
- Advice Process Specialist @ (October 2024 - Present)
- Business Readiness Manager @ (August 2023 - October 2024)
- Paraplanning Manager @ (January 2019 - August 2023)
- Paraplanner @ (October 2017 - December 2018)
- Financial Planner @ (June 2017 - December 2017)
- Graduate Financial Planner @ (June 2016 - June 2017)
- Unit Trust Pricing - Investment Administration @ (May 2014 - May 2015)
- Adviser Fee Team @ (March 2014 - May 2014)
Steph Dare-Edwards Education
- LIBF
Diploma in Financial Advice (DipFA) (Financial Planning and Services)
2016-2017 - LIBF
Certificate in Mortgage Advice & Practice
2017-2017 - UKSA
Commercial Yachtmaster (Maritime)
2012-2012 - The University of Manchester
Bachelor’s Degree (Geography)
2008-2011 - Prestatyn High School
High School
2001-2008
Steph Dare-Edwards Skills
- Leadership
- Tourism
- Boating
- Flower Arrangements
- Cooking
- Customer Satisfaction
- Yachting
- Yacht Charter Crew
- Team Leadership
- Sailing
- Boat
- Bartending
- Navigation
- Customer Service
- Sail Trim
- Ports
- Cocktail Making
- Maritime
- Detailing
- Yacht Owner Crew
Steph Dare-Edwards Summary
- Steph Dare-Edwards, based in Chester, GB, is currently a Advice Process Specialist at Quilter Cheviot Financial Planning. Steph Dare-Edwards brings experience from previous roles at Quilter Cheviot Financial Planning and Quilter Private Client Advisers. Steph Dare-Edwards holds a 2016 - 2017 Diploma in Financial Advice (DipFA) in Financial Planning and Services @ LIBF. With a robust skill set that includes Leadership, Tourism, Boating, Flower Arrangements, Cooking and more. Steph Dare-Edwards has 1 emails and 1 mobile phone numbers on RocketReach.
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