Deep Enrich.webp)
Patrick billington dippfs, certpfs (dm)
190 followersTimeline
About me
Paraplanner/Relationship Manager at Financial Management Bureau Ltd
Education
The queen katherine school
2004 - 2011Mathematics (A-Level)Business Studies (A-Level)Geography (A-Level)
University of cumbria
2011 - 2014Computing
Experience
Financial management bureau ltd
Jul 2014 - nowParaplanner/Relationship Manager
Nov 2017 - nowClient Services Supervisor
Mar 2017 - Nov 2017Client Services
Jul 2014 - Mar 2017
Licenses & Certifications
Pensions and retirement planning (r04)
Chartered insurance instituteNov 2018Cii certificate in discretionary investment management (certpfs (dm))
Chartered insurance instituteMay 2019Financial planning practice (r06)
Chartered insurance instituteApr 2019Individual savings account administration (fa5)
Chartered insurance instituteJun 2022Cii certificate in investment operations
Chartered insurance instituteJun 2022Personal taxation (r03)
Chartered insurance instituteNov 2017Cii diploma in regulated financial planning (dippfs)
Chartered insurance instituteMay 2019Financial protection (r05)
Chartered insurance instituteApr 2017Financial services, regulation & ethics (r01)
Chartered insurance instituteAug 2016Investment principles and risk (r02)
Chartered insurance instituteAug 2018Financial services products and solutions (lp2)
Chartered insurance instituteJul 2022Discretionary investment management (j10)
Chartered insurance instituteMay 2019
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