Deep Enrich
Gary Coake
Financial Planning Manager
702 followers
Chatham, England, United Kingdom
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About me
Senior Manager- Academy Development at St James's Place Wealth Management. Fellow & Chartered Financial Planner
Education
Coopers
1991 - 1997
Chartered Insurance Institute
2009 - 2019Fellow & Chartered Financial Planner .
University of Hertfordshire
1997 - 2001BA (Hons) Accountancy 2:1
Experience
Alliance and Leicester
Feb 2004 - Oct 2006Financial Planning Manager
HSBC
Oct 2006 - Dec 2017Area Premier Relationship Manager
Jun 2013 - Dec 2017Premier Independent Financial Adviser
Oct 2006 - Jun 2013
St James's Place Wealth Management
Dec 2017 - Dec 2021Partnership Development Manager
St. James’s Place Wealth Management
Dec 2021 - nowSenior Academy Development Manager
Licenses & Certifications
- View certificate
Level 5 Certificate in Effective Coaching and Mentoring - 8588-24
ILMFeb 2025
Chartered Financial Planner
Chartered Insurance InstituteFellow
Chartered Insurance Institute
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