Deep Enrich
Oliver Moore
Accounts Overseas Invoices / Expenses / Reconciling
193 followers
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About me
Managing Director - Chartered Financial Planner at Strategic IFA Ltd
Education
Chartered Insurance Institute
-Chartered Financial PlannerInstitute of Financial Planning
2012 - 2013Certified Financial Planner Financial Planning CFP LicenceChartered Insurance Institute
1997 - 2010Advanced Financial Planning Certificate Financial Planning and ServicesActivities and Societies: Professional Finance Society Chartered Insurance Institute
South Essex College
1989 - 1991BTEC National Diploma Business and Finance
Experience
Olympus KeyMed
Jan 1992 - Jan 1995Accounts Overseas Invoices / Expenses / Reconciling
David Moore & Associates
May 1995 - Jan 2002Financial AdviserIndependent Financial Advisers
Strategic IFA Ltd
May 1995 - nowManaging Director - Chartered Financial PlannerIndependent Financial Advice - Financial & Life Planning - Wealth Management
Strategic Financial Planning
Jan 2002 - Nov 2004DirectorIndependent Financial Advisers, Financial Planning to personal and corporate clients, Lifetime Financial Planning, pension specialist.
Licenses & Certifications
Advanced Financial Planning Certificate
Chartered Insurance InstituteCertificate of RDR Compliant
Institute of Financial PlanningDiploma in Financial Planning
Chartered Insurance InstituteFinancial Planning Certificate
Chartered Insurance InstituteChartered Financial Planner
The Chartered Insurance InstituteJul 2014Certified Financial Planner
Institute of financial planningOct 2013
Volunteer Experience
Trustee
Issued by KOFUP - Kenyan Orphans Fund and Uganda Project on Jan 2010Associated with Oliver Moore
Languages
- enEnglish
- spSpanish
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