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Benjamin Philpott

Benjamin Philpott

Paraplanner

Followers of Benjamin Philpott268 followers
location of Benjamin PhilpottHuddersfield, England, United Kingdom

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  • Timeline

  • About me

    Financial Planner | Director Philpott Financial

  • Education

    • Chartered Insurance Institute

      2012 - 2014
      DipPFS & Cert CII (MP)

      Activities and Societies: Member of The Personal Finance Society Modules passed include:- R01 Financial Services, Regulation and Ethics- R02 Investment Principles and Risk- R03 Personal Taxation- R04 Pensions and Retirement Planning- R05 Financial Protection- R06 Financial Planning Practice- CF6 Mortgage Advice

  • Experience

    • John Philpott IFA

      Jan 2013 - Jan 2014
      Paraplanner

    • The Financial Adviser School

      Jan 2013 - Jan 2014
      Financial Adviser Trainee

      Passed the CII- Diploma in Regulated Financial Planning.I took part in online webinars, face to face weekends and job skills training.

    • Philpott Financial

      Jan 2014 - now
      Financial Planner - Director

  • Licenses & Certifications

    • Cyber Essentials

      The IASME Consortium Ltd
      Sept 2022
      View certificate certificate

    • Advanced Diploma in Financial Planning (AF1) Personal tax and trust planning

      Chartered Insurance Institute
      Apr 2023

    • Trusts (J02)

      Chartered Insurance Institute
      Mar 2023

    • Diploma in Regulated Financial Planning

      Chartered Insurance Institute
      Jan 2014

    • Advanced Diploma in Financial Planning (AF3) Pension Planning

      Chartered Insurance Institute
      Apr 2017