Louise Tait DipPFS

Greater Northampton Area, United Kingdom

+91 xxxx xxxxx

[email protected]

155 followers

Timeline
Mar 2012 - Jul 2013
Sales Assistant
House of Fraser
Jul 2013 - Jan 2016
Employee Benefit Administrator
Redwood Employee Benefit Services Ltd
Feb 2016 - Feb 2017
Client Support Executive
O'Connor & Co (financial services)
Jan 2017 - Jan 2020
Paraplanner
O'CONNOR AND CO (FINANCIAL SERVICES) LIMITED
Jan 2020 - Aug 2022
Financial Advisor
O'Connor & Co (Financial Services) Ltd
Current Company
Jun 2022 - now
Director & Financial Adviser
O'Connor and Co (Financial Services) Ltd
About me
Director & Financial Adviser at O'Connor & Co (Financial Services) Ltd
Education
- Northampton school for girls
  -
Experience
- House of fraser
  Mar 2012 - Jul 2013
  Sales assistant
- Redwood employee benefit services ltd
  Jul 2013 - Jan 2016
  - Employee Benefit Administrator
    Aug 2014 - Jan 2016
  - Trainee Administrator
    Jul 2013 - Jul 2014
- O'connor & co (financial services)
  Feb 2016 - Feb 2017
  Client support executive
- O'connor and co (financial services) limited
  Jan 2017 - Jan 2020
  Paraplanner
- O'connor & co (financial services) ltd
  Jan 2020 - Aug 2022
  Financial advisor
- O'connor and co (financial services) ltd
  Jun 2022 - now
  Director & financial adviser
Licenses & Certifications
- R06 financial planning practice
  Chartered insurance institute
  May 2019
- Af7 pension transfers
  Chartered insurance institute
  Jul 2020
- R04 pensions and retirement planning
  Chartered insurance institute
  May 2018
- R02 investment principles and risk
  Chartered insurance institute
  Aug 2016
- Cf8 - long term care insurance
  Chartered insurance institute
  Mar 2021
- Ro3 personal taxation
  Chartered insurance institute
  May 2017
- Level 3 nvq diploma in business & administration
  City & guilds
  Aug 2014
- Ro1 financial services regulation and ethics
  Chartered insurance institute
  Apr 2015
- R05 financial protection
  Chartered insurance institute
  Jul 2015
- J07 - supervision in a regulated environment
  Chartered insurance institute
  Nov 2024
- Level 4 diploma in regulated financial planning
  Chartered insurance institute
  May 2019