Danielle Sissons DipPFS

Administrative Assistant

2000 followers

United Kingdom

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Timeline
About me
A Financial Planner with a focus on providing clients with the clarity and confidence to take risks, achieve their goals, and find their path to financial wellbeing.
Education
- The marlborough school science academy
  2007 - 2013
Experience
- ST. JAMES'S PLACE WEALTH MANAGEMENT PLC
  Nov 2014 - Mar 2016
  Administrative Assistant
- NPA - National Pharmacy Association
  Mar 2016 - Jul 2016
  Sales Executive
- Vintage Wealth Management Limited
  Jul 2016 - Nov 2016
  Administrator
- SRLV FINANCIAL LLP
  Nov 2016 - Mar 2019
  - Junior paraplanner
    Aug 2018 - Mar 2019
  - Administrative
    Nov 2016 - Aug 2018
- The Private Office (TPO)
  Mar 2019 - Aug 2019
  Paraplanner
  SRLV Financial have been acquired and are now appointed representatives of The Private Office
- Helm Godfrey
  Aug 2019 - Mar 2023
  - Independent Financial Advisor
    Jan 2023 - Mar 2023
  - Technical support to Susie Foottit
    Aug 2019 - Jan 2023
- First Wealth | Certified B Corp
  Mar 2023 - now
  Co-Leader of the Conscious Inclusion group - striving to provide equal opportunities for individuals within or looking to join First Wealth, battle unconscious biases and spread awareness of barriers people may be facing
  - Financial Planner
    Jul 2023 - now
  - Technical Analyst
    Mar 2023 - Jul 2023
Licenses & Certifications
- R04 Pensions and Retirement planning
  Chartered Insurance Institute
  Oct 2019
- R03 Personal Taxation
  Chartered Insurance Institute
  Aug 2020
- R06 Financial Planning Practice
  Chartered Insurance Institute
  May 2019
- R02 Investment principles and risk
  Chartered Insurance Institute
  Dec 2017
- R05 Financial protection
  Chartered Insurance Institute
  Aug 2017
- R01 Financial services, regulation and ethics
  Chartered Insurance Institute
  Mar 2017