Deep Enrich
David Stokes FPFS
Wealth Management Consultant
416 followers
Royal Leamington Spa, England, United Kingdom
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About me
Helping clients focus on the things that matter to them
Education
The University of Sheffield
1996 - 1999BA (Hons) Accounting & Financial Management Accounting and Business/Management
Experience
Old Mutual Wealth
Jul 2011 - Aug 2018Wealth Management ConsultantHARRISON BEALE & OWEN FINANCIAL SERVICES LIMITED
Sept 2018 - Feb 2023Director and Chartered Financial Planner
Wren Sterling
Feb 2023 - nowChartered Financial Planner
Licenses & Certifications
Chartered Financial Planner
Chartered Insurance InstituteDec 2012
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