Deep Enrich
Kathryn Shears
Chartered Legal Executive
662 followers
Caerphilly, Wales, United Kingdom
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About me
Financial Planning | Financial Advice | Retirement Planning | Investment Planning | Inheritance Tax Planning | Protection | Wealth Management
Education
University of South Wales
2007 - 2008LPC Law
The London Institute of Banking & Finance
2023 -DipFAUniversity of South Wales
2004 - 2007Bachelor of Laws - LLB Law
Experience
Hugh James
Jun 2007 - Nov 2017Chartered Legal Executive
Sanctuary Estate Planning
Jan 2018 - May 2022Director
Kathryn Shears Financial Planning
Nov 2023 - nowFinancial Planner
Licenses & Certifications
- View certificate
Certificate in Mortgage Advice
Personal Finance SocietyFeb 2022
Diploma for Financial Advisers
The London Institute of Banking & FinanceJan 2023
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