Deep Enrich
James Glavey
Paraplanner
352 followers
Greater London, England, United Kingdom
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About me
Director & Chartered Financial Planner advising individuals, families and company directors
Education
Sheffield Hallam University
2000 - 2003Bachelor of Arts (B.A.) Financial Services
The Henley College
-
Experience
MICHAEL DAVEY FINANCIAL MANAGEMENT LIMITED
Jan 2007 - Jan 2013Paraplanner
Chase de Vere
Jun 2013 - Sept 2013Paraplanner
Professional Assured Financial Services Ltd
Sept 2013 - Feb 2017Financial Planner
KLO FINANCIAL SERVICES LTD
Mar 2017 - nowDirector, Chartered Financial Planner
Licenses & Certifications
Advanced Diploma in Regulated Financial Planning
Chartered Insurance InstituteCertificate in Life & Pensions
Chartered Insurance InstituteCertificate in Securities Advice and Dealing
Chartered Insurance InstituteCertificate in Discretionary Investment Management
Chartered Insurance Institute
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