Charlene Young

Alderley Edge, England, United Kingdom

860 followers

Timeline
About me
Pensions and Savings Expert. Chartered Financial Planner
Education
- University of bristol
  2004 - 2007
  Bsc hons economics and finance
- Millfield school
  1995 - 2004
Experience
- Hargreaves lansdown
  Aug 2007 - Jun 2008
  Financial practioner support
- Chartwell group ltd
  Jun 2008 - Oct 2011
  Paraplanner
- Close asset management
  Oct 2010 - Dec 2010
  Secondment -- paraplanner
- Brunel capital partners ltd
  Nov 2011 - Jun 2014
  - Financial Planner/Adviser
    Apr 2013 - Jun 2014
  - Paraplanner
    Nov 2011 - Apr 2013
- Aj bell
  Jun 2014 - now
  - Pensions and Savings Expert
    Feb 2022 - now
  - Senior Technical Consultant
    Jun 2014 - Feb 2022
- Nextgen planners
  Nov 2017 - Sept 2019
  Director
Licenses & Certifications
- Accredited paraplanner
  Institute of financial planning
  Oct 2011
- Investment management certificate (imc)
  Cfa uk
  Aug 2020
  View certificate
Honors & Awards
- Awarded to Charlene Young
  Chartered Financial Planner CII/PFS AF1 AF3 AF4 AF5
- Awarded to Charlene Young
  IMC -