Deep Enrich
Mark Galligan
Investment Representative
474 followers
Manchester, England, United Kingdom
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About me
Director and Chartered Financial Planner at MGT Financial Planning Ltd
Education
Chartered Insurance Institute
2005 - 2017APFS, Chartered Financial Planner Financial Planning
The Manchester Metropolitan University
1993 - 1997Bachelor of Science (BSc) BSC Hons Environmental Science
Experience
Edward Jones
Jan 2005 - Jan 2010Investment RepresentativePrivate client stockbroker and an Independent Financial Adviser - Provided face to face long term investment advice to private individuals through bespoke portfolios.
Towry
Jan 2010 - Nov 2012Wealth Adviser.
Pareto Financial Planning Limited
Nov 2012 - Dec 2019Financial Adviser
JPB Financial Planning Ltd
Jan 2020 - Jun 2021Chartered Financial Planner
MGT Financial Planning Ltd
Jun 2021 - nowDirector & Chartered Financial PlannerIndependent financial advice, delivered with integrity. We help private and corporate clients plan their route to success.
Licenses & Certifications
CII AF3 Pension Planning
Chartered Insurance InstituteApr 2017- View certificate
Chartered Financial Planner
Chartered Insurance InstituteSept 2017
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