
Timeline
About me
Regional Business Manager at Vision IFP. Looking for quality IFAs to join award winning network.
Education

Cardiff university / prifysgol caerdydd
-
Experience

Hsbc
Jul 2000 - Nov 2007Financial planning manager
Lloyds banking group
Nov 2007 - Apr 2015Financial advisor
Vision independent financial planning ltd
Nov 2015 - nowRegional Business Manager
Jan 2024 - nowArea Business Manager
Feb 2021 - nowArea Director
Nov 2015 - Feb 2021
Licenses & Certifications

Financial planning certificate

Cemap
Chartered insurance institute
Diploma in financial planning
Chartered insurance institute
Certificate in discretionary fund management
Chartered insurance institute
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