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Ewan Stewart DipPFS, Cert CII (FS)

Ewan Stewart DipPFS, Cert CII (FS)

Followers of Ewan Stewart DipPFS, Cert CII (FS)536 followers
location of Ewan Stewart DipPFS, Cert CII (FS)Edinburgh, Scotland, United Kingdom

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  • Timeline

  • About me

    Paraplanner at Succession Wealth

  • Education

    • Stewart's Melville College

      2005 - 2011
      Secondary School

      Intermediate 2 - Higher

    • Chartered Insurance Institute

      2021 -
      Advanced Diploma in Financial Planning (APFS)

      Ongoing

    • The London Institute of Banking & Finance

      2014 - 2015
      Certificate in Financial Administration and Planning(CeFAP)

    • Chartered Insurance Institute

      2016 - 2017
      Certificate in Financial Services (Cert CII (FS)) Level 3

    • Chartered Insurance Institute

      2018 - 2021
      Diploma in Regulated Financial Planning (DipPFS) Level 4

  • Experience

    • Accountants Financial Services (Scotland) Ltd

      Feb 2012 - Apr 2018

      • Senior Administrator

        Dec 2016 - Apr 2018

      • Administrator

        Oct 2012 - Nov 2016

      • Apprentice

        Feb 2012 - Oct 2012

    • Succession Wealth

      Apr 2018 - Dec 2022

      Succession Wealth acquired Accountants Financial Services (Scotland) Ltd in Jan 2018.

      • Paraplanner

        Aug 2021 - Dec 2022

      • Associate Paraplanner

        Apr 2018 - Aug 2021

    • Investec Wealth & Investment UK

      Sept 2023 - Apr 2024
      Paraplanner

    • Succession Wealth

      Apr 2024 - now
      Paraplanner

  • Licenses & Certifications

    • R06 - Financial Planning Practice

      Chartered Insurance Institute
      Aug 2021

    • R03 - Personal Taxation

      Chartered Insurance Institute
      Feb 2021

    • R04 - Pensions and Retirement Planning

      Chartered Insurance Institute
      Sept 2019

    • LP2 - Financial Services Products and Solutions

      Chartered Insurance Institute
      Sept 2016

    • CF1 - UK Financial Services, Regulation and Ethics

      Chartered Insurance Institute
      Jul 2017

    • R01 - Financial Services, Regulation and Ethics

      Chartered Insurance Institute
      May 2021

    • R05 - Financial Protection

      Chartered Insurance Institute
      Aug 2020

    • R02 - Investment Principles and Risk

      Chartered Insurance Institute
      Dec 2018

    • CII Certificate in Financial Services (General)

      Chartered Insurance Institute
      Aug 2017

    • Certificate in Financial Administration and Planning (CeFAP)

      The London Institute of Banking & Finance
      Mar 2015

  • Honors & Awards

    • Awarded to Ewan Stewart DipPFS, Cert CII (FS)
      Modern Apprenticeship - SVQ Level 3 Business & Administration - Oct 2012