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Tim O'Loughlin (DipFA PeTR)

Tim O'Loughlin (DipFA PeTR)

Direct Sales Loan Consultant

Followers of Tim O'Loughlin (DipFA PeTR)4000 followers
location of Tim O'Loughlin (DipFA PeTR)Stoke Gifford, England, United Kingdom

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  • Timeline

  • About me

    Director at Cleeve Financial Planning Ltd

  • Education

    • Filton College, Bristol

      1993 - 1995
      A Level GNVQ Advanced Business Studies Distinction

      Activities and Societies: Football for Filton Academy GNVQ Advanced Business Studies

    • St Thomas More, Bristol

      1989 - 1994
      GSCE's English, Maths, Science

    • The London Institute of Banking & Finance

      -
      Financial Planning and Services

  • Experience

    • Picture Financial Ltd

      Apr 2002 - Aug 2004
      Direct Sales Loan Consultant

      Second Charge Secured Lending Specialist -* Initial Enquiry Filtering* Factfinding* Product Recommendation* Document Processing* Internal Underwriting

    • Lloyds Banking Group

      Sept 2004 - Jun 2011
      Financial Adviser

      Tied Advisor - * Investments* Savings* Protection

    • Elite Financial Consulting Ltd

      Jul 2011 - Aug 2019
      Director & Independent Financial Adviser

      Whole of Market Independent Financial Advice specialising in -* Investments* Pensions* Savings* Mortgages* Protection* Commercial* General Insurance

    • Cleeve Financial Planning

      Apr 2019 - now

      • Director

        Nov 2024 - now

      • Associate Director and Wealth Manager

        Apr 2019 - Nov 2024

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      The London Institute of Banking & Finance
      Jul 2019
      View certificate certificate

  • Volunteer Experience

    • Retail

      Issued by British Heart Foundation on Oct 2009
      British Heart FoundationAssociated with Tim O'Loughlin (DipFA PeTR)