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Clark Balfour

Clark Balfour

Followers of Clark Balfour428 followers
location of Clark BalfourKirkcaldy, Scotland, United Kingdom

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  • Timeline

  • About me

    Financial planner

  • Education

    • Kirkland High School

      1976 - 1982

      Activities and Societies: Vice Captain of School in final year. Football, Rugby, Badminton. SCE – Higher Grades – Mathematics, English, Physics & Chemistry SCE – Ordinary Grades - Mathematics, English, Physics, Chemistry, Arithmetic, French, Latin, Modern Studies.

    • Abertay University

      1992 - 1996
      Bachelor's Degree Business Studies 2:1

      Activities and Societies: Football & Golf BA (Hons) Business Studies (2:1)

  • Experience

    • Nationwide Building Society

      Aug 1987 - Apr 2015

      Providing advice on Protection (Life, CI and Income Protection), Wealth Management, Retirement Planning (Pre and Post), Estate Planning.

      • Financial Planning Manager

        Aug 1987 - Apr 2015

      • Financial Planning Manager

        Aug 1987 - Apr 2015

    • St. James’s Place Wealth Management

      Nov 2015 - now
      Business Assurance Consultant

  • Licenses & Certifications

    • Level 4 Diploma for Financial Advisers

      IFS School of Finance