Deep Enrich
Jake Mann
381 followers
Fleckney, England, United Kingdom
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About me
Chartered MCSI - Director & Financial Adviser at GP3 Financial Solutions
Education
South Leicestershire College
2016 - 2016AAT Level 2 AccountingSouth Leicestershire College
2014 - 2015BTEC Level 3 EngineeringCountesthorpe Community College
2012 - 2014GCSE’s
Chartered Institute for Securities & Investment
2016 - 2017Level 4 Diploma in Investment Advice (Financial Planning & Advice)Chartered Institute for Securities & Investment
2016 - 2017Level 4 Certificate in Paraplanning
Experience
GP3 Financial Solutions
Mar 2017 - nowDirector & Financial Adviser
Jan 2023 - nowFinancial Adviser
Jan 2020 - nowProcess Manager
Jun 2018 - nowParaplanner
Mar 2017 - now
Licenses & Certifications
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CISI Investment Advice Diploma (IAD) - Investment, Risk & Taxation
The Chartered Institute for Securities & Investment (The CISI)Jun 2017CISI Investment Advice Diploma (IAD) - UK Regulation & Professional Integrity
The Chartered Institute for Securities & Investment (The CISI)Dec 2016CISI Investment Advice Diploma (IAD) - Financial Planning & Advice
The Chartered Institute for Securities & Investment (The CISI)Dec 2017
Honors & Awards
- Awarded to Jake MannPresident's Award for Outstanding Success in Investment, Risk & Taxation Examination Chartered Institute for Securities & Investment Dec 2018
- Awarded to Jake MannCISI Level 4 Certificate in Paraplanning Chartered Institute for Securities and Investments Dec 2017
- Awarded to Jake MannCISI Level 4 Diploma in Investment Advice (Financial Planning & Advice) Chartered Institute for Securities and Investments Dec 2017
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