Stephen Ogilby DipPFS

Greater Cheshire West and Chester Area

1000 followers

Timeline
About me
Helping Individuals and Businesses achieve their financial goals Investments / Pensions / Protection
Education
- University of chester
  -
  Bachelor of science (b.sc.)
- University of liverpool
  -
Experience
- Cricket ireland
  Apr 1996 - Sept 2005
  Cricketer (ireland and cheshire ccc)
- Bristol-myers squibb
  Jan 2007 - Feb 2014
  Senior field access manager
- Astrazeneca
  Feb 2014 - Aug 2016
  Senior key customer manager
- Pfps wealth management
  Oct 2016 - now
  Associate partner
- St. james's place wealth management group
  Oct 2016 - Apr 2017
  Academy partner
Licenses & Certifications
- Ro4 pensions and retirement planning
  Chartered insurance institute
  Oct 2016
- Ro2 investment principles and risk
  Chartered insurance institute
  Oct 2016
- Ro3 personal taxation
  Chartered insurance institute
  Oct 2016
- Ro5 financial protection
  Chartered insurance institute
  Oct 2016
- Ro1 financial services, regulation and ethics
  Chartered insurance institute
  Sept 2016
- Ro6 financial planning practice
  Chartered insurance institute
  Oct 2016
Volunteer Experience
- Co-opted Governor
  Issued by Boughton Heath Academy on Sept 2017
  Associated with Stephen Ogilby DipPFS