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Cathy Brockbank DipPFS

Cathy Brockbank DipPFS

Relationship Officer- Commercial Banking

Followers of Cathy Brockbank DipPFS272 followers
location of Cathy Brockbank DipPFSLancaster, England, United Kingdom

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  • Timeline

  • About me

    Wealth Management Partner at True Potential Wealth Management LLP

  • Education

    • Ripley st Thomas Academy

      -

  • Experience

    • NatWest

      Aug 2015 - Aug 2017
      Relationship Officer- Commercial Banking

    • Burton and Fisher Financial Services

      Aug 2017 - Sept 2022

      • Independent Financial Advisor

        Apr 2021 - Sept 2022

      • Relationship Manager/Paraplanner

        Aug 2017 - Apr 2021

    • True Potential LLP

      Aug 2022 - now
      Wealth Management Partner

  • Licenses & Certifications

    • Level 3 Providing Financial Services- BPP

      BPP

    • RO5 Financial Protection

      Chartered Insurance Institute
      May 2018

    • CII Level 4 Diploma in Regulated Financial Planning

      Chartered Insurance Institute
      Aug 2020
      View certificate certificate

    • Professional Banker Certificate

      The Chartered Banker Institute

    • RO1 Financial Services, regulation and ethics

      Chartered Insurance Institute
      Feb 2018

    • RO2 Investment Principles and Risk

      Chartered Insurance Institute
      Nov 2018

    • RO3 Personal Taxation

      Chartered Insurance Institute
      Apr 2019

    • RO4 Pensions and retirement planning

      Chartered Insurance Institute
      Oct 2019

    • RO6 Financial Planning Practice

      Chartered Insurance Institute
      Jul 2020

    • Financial Adviser Level 4- Distinction

      Institute for Apprenticeships
      Dec 2020