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Alexandra Vind

Alexandra Vind

Practice Manager/Paraplanner

Followers of Alexandra Vind988 followers
location of Alexandra VindWalsall, England, United Kingdom

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  • Timeline

  • About me

    Director - Chapter House Wealth Management

  • Education

    • CII

      2015 -
      JO9 - Paraplanning Pass

    • CII

      2010 - 2010
      Diploma in Financial Planning

    • CII

      2010 - 2010
      Certificate in Life and Pensions

    • Plantsbrook Technology College

      1996 - 2003

    • The Nottingham Trent University

      2003 - 2007
      BA Business Studies Management and Organisation 1st Class

  • Experience

    • St. James's Place Wealth Management

      Jul 2005 - Mar 2008
      Practice Manager/Paraplanner

    • D B Wood Ltd

      Mar 2008 - Nov 2012
      Paraplanner

    • AV Paraplanning

      Nov 2012 - Sept 2014
      Paraplanner

    • Index Wealth Management

      Sept 2014 - Oct 2017
      Senior Paraplanner

    • Blackstone Wealth Management

      Oct 2017 - Aug 2018
      Paraplanner

    • Ten Wealth Management Limited

      Aug 2018 - Apr 2019
      Chartered Financial Planner

    • Chapter House Consultancy

      Apr 2019 - now
      Chartered Financial Planner

    • Chapter House Wealth Management Ltd

      Jul 2019 - now
      Director

  • Licenses & Certifications

    • Chartered Financial Planner

      Chartered Insurance Institute
      Oct 2018

    • AF1 - Advanced Tax & Trust planning

      Chartered Insurance Institute
      Jun 2018

  • Volunteer Experience

    • Chartered Champion

      Issued by Personal Finance Society on Sept 2019
      Personal Finance SocietyAssociated with Alexandra Vind