Senior Financial Planner @ (April 2021 - November 2021)
Financial Adviser @ (June 2017 - April 2021)
Premier Relationship Manager @ (September 2014 - June 2017)
Consultant @ Shilling Ltd (March 2014 - August 2014)
Consultant @ (July 2013 - February 2014)
Associate Consultant @ (September 2009 - June 2013)
Steven Fpfs Education
University of Portsmouth
BA (Hons) (International Business Studies)
2005-2009
Prague University of Economics and Business
BA (Hons) (International Business Studies)
2006-2006
Steven Fpfs Skills
Banking
Business Process Improvement
Business Relationship Management
Competitive Analysis
Consulting
Data Analysis
Defined Benefit
Defined Contribution
Employee Benefits
Employee Engagement
Estate Planning
Financial Advisory
Financial Planning
Financial Services
Income Protection
Independent Financial Advice
Insurance
Investment Strategies
Investments
Life Insurance
Pension Funds
Pensions
Personal Financial Planning
Presentation Skills
Presentations
Project Management
Protection
Public Speaking
Relationship Management
Retirement Planning
Strategic Financial Planning
Wealth Management
legacy planning
life assurance
managing and growing wealth
pension switches
pension transfers
Steven Fpfs Summary
Steven Fpfs, based in Fleet, GB, is currently a Chartered Financial Planner at Fairstone Group Ltd. Steven Fpfs brings experience from previous roles at Hargreaves Lansdown, HSBC and Shilling Ltd. Steven Fpfs holds a 2005 - 2009 BA (Hons) in International Business Studies @ University of Portsmouth. With a robust skill set that includes Banking, Business Process Improvement, Business Relationship Management, Competitive Analysis, Consulting and more. Steven Fpfs has 2 emails and 1 mobile phone numbers on RocketReach.
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