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Charlene Young

Charlene Young

Financial Practioner Support

Followers of Charlene Young860 followers
location of Charlene YoungAlderley Edge, England, United Kingdom

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  • 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 certificate

  • Honors & Awards

    • Awarded to Charlene Young
      Chartered Financial Planner CII/PFS AF1 AF3 AF4 AF5
    • Awarded to Charlene Young
      IMC -