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David Valentine

David Valentine

Corporate Pensions Adviser

Followers of David Valentine428 followers
location of David ValentineBolton, England, United Kingdom

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  • Timeline

  • About me

    Chartered Financial Planner

  • Education

    • Chartered Insurance Institute

      2013 - 2021
      Advanced diploma Financial Planning and Services Advanced diploma progressing to Fellowship

  • Experience

    • Lloyds Bank Commercial Banking

      Apr 2012 - May 2013
      Corporate Pensions Adviser

    • Lloyds Banking Group

      May 2013 - Jun 2019
      Development and Conduct Manager

    • Schroders Personal Wealth

      Jun 2019 - Jul 2021
      Regional Training Manager

    • Brown Shipley | A Quintet Private Bank

      Jul 2021 - Aug 2022
      Training and Competence Supervisor

    • AFH Wealth Management

      Aug 2022 - Mar 2023
      Adviser Development Manager

      Working for one of the fastest growing Independent Financial Adviser companies in the UK

    • True Bearing Chartered Financial Planners

      Mar 2023 - now
      Development and Conduct Manager

  • Licenses & Certifications

    • Chartered Financial Planner

      Chartered Insurance Institute