Norma Shiels

Norma Shiels

Financial Adviser

Followers of Norma Shiels189 followers
location of Norma ShielsKirkcaldy, Scotland, United Kingdom

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  • Timeline

  • About me

    Financial Advisor at True Potential

  • Education

    • Kirkcaldy High School

      1971 - 1975
    • Royal Scottish Academy of Music and Drama

      1975 - 1976
      Music
  • Experience

    • Positive Solutions

      Jul 2013 - Nov 2014
      Financial Adviser

      Advice on wealth management, pensions accumulation, pension transfers, savings and investment, protection for critical illness, income protection and business protection

    • IFS WM Ltd

      Nov 2014 - Oct 2020
      Financial Adviser

      I give advice on all aspects of financial planning : - Protection in the event of death, critical illness, loss of income, family protection Retirement planning including personal pensions, annuities, income drawdownRegular savings to build capital for future needs - school fees, university education, house purchase Capital investment for growth or income or bothEstate planning including Wills, Power of Attorney and Family TrustsThe value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested. Show less

    • Carnegie Asset Management Ltd

      Jan 2018 - Oct 2020
      Financial Advisor
    • True Potential

      Oct 2020 - now
      Financial Advisor

      I'm an experienced financial adviser with 25 years experience in the Financial Services industry.I advise on all aspects of financial planning - protection such as life and critical illness cover, income protection - plus pensions, savings and investments.

  • Licenses & Certifications

    • CeMap

      The London Institute of Banking & Finance
      Dec 2016
    • DipFA

      Ifs University College
      Oct 2012