Deep Enrich
Mark Johnson
Customer Services Assistant
559 followers
Crewe, England, United Kingdom
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About me
Chartered Financial Adviser at TrinityBridge
Education
The University of Sheffield
2002 - 2005Bachelor's Degree Geography 2:2
Experience
Sesame Bankhall Group
Nov 2009 - May 2012Customer Services Assistant
Close Brothers Asset Management
May 2012 - Oct 2014Personal Assistant
Mitten Clarke Wealth Limited
Oct 2014 - Mar 2018ParaplannerClose Brothers Asset Management
Mar 2018 - Mar 2025Financial Advisor
Jan 2023 - Mar 2025Paraplanner
Mar 2018 - Dec 2022
TrinityBridge
Mar 2025 - nowChartered Financial Planner
Licenses & Certifications
Certificate in Mortgage Advice
Chartered Insurance InstituteJul 2019Certificate in Pension Transfer Advice
Chartered Insurance InstituteOct 2018Award in Long Term Care Insurance
Chartered Insurance InstituteJul 2018CII Diploma in Regulated Financial Planning
Chartered Insurance InstituteApr 2017Advanced Diploma in Financial Planning
Chartered Insurance InstituteMay 2021Certificate in Discretionary Investment Management
Chartered Insurance InstituteDec 2020Certificate in Advanced Mortgage Advice
Chartered Insurance InstituteAug 2019
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