Deep Enrich
Ian Else
Relationship Manager
762 followers
Greater Bristol Area, United Kingdom
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About me
4 Financial Planning - Founder. Dependable Advice, Delivered by Humans, Driven by Technology
Education
Richard Hale
1984 - 1991
Experience
Sanlam UK
Jun 2008 - May 2012Relationship Manager
Statehouse Financial
May 2012 - Jun 2014Investment Adviser Dip.PFS
Ovation Finance Ltd
Jul 2014 - Jun 2019Financial Planner
4 Financial Planning
Nov 2019 - nowFounder & Financial PlannerI specialise in retirement income advice, in English, this means I work with clients to make sure they are never going to run out of money in retirement.
Licenses & Certifications
AF3
Chartered Insurance InstituteFeb 2020Diploma in financial planning
Chartered Insurance InstituteJun 2012
Volunteer Experience
Mentor
Issued by The Prince's Trust on Oct 2019Associated with Ian ElseVolunteer
Issued by Caring in Bristol on Dec 2019Associated with Ian Else
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