Amira Norris Chartered Financial Planner
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  • Home
  • About Me
    • Personal Me
    • Professional Me
  • Sites I Support
  • Favourite Quotes
  • Stepping Stones
  • Contact
CURRENT ROLE
Business Development Director, Nucleus Financial (April 2017 - to date)
As Business Development Director for the Midlands my role is to engage with high quality adviser firms and, along with our dedicated team at HQ, deliver a platform solution that enhances their client proposition and to support the evolution of their businesses in the ever-changing landscape of UK financial services.

PROFESSIONAL QUALIFICATIONS
Financial Planning Certificate in 2000/01
G10: Taxation and Trusts in October 2002
S&I: Savings and Investments AFPC in July 2003
G20: Personal Investment Planning in October 2003
G30: Business Financial Planning in April 2005
CF6: Mortgage Advice in January 2006
CF7: Lifetime Mortgages in January 2006
Institute of Professional Will Writers Qualification
(Full Will Writer) in April 2006
G60: Pensions in October 2006
CF8: Long Term Care - June 2007
CF9: Pensions Simplification – July 2007
JO5: Pension Income Options – October 2007
JO7: Supervision – October 2007 (Distinction)
HR1: Home reversion – March 2009
Chartered Financial Planner - April 2009
R01: FS Regulation & Ethics - November 2012
J11: Wrap and Platform Services - November 2014
J10: Discretionary Investment Management - March 2015
EDUCATION
UNIVERSITY COLLEGE LONDON (1997-2000)
BSc (hons) Geography, Grade:2:1

This course embraced all aspects of Geography including
economic, political and environmental concerns. My
focus was on environmental consciousness, more
specifically regarding aquatic environments and the use
of artifical wetlands for wastewater purification.

FOREST SCHOOL, Snaresbrook, London (1990-97)
​PUBLICATIONS
Practice Life - Owners Guide to Succession Planning - April 2015
File Size: 1313 kb
File Type: pdf
Download File

PAST ROLES
Partner (Business Development) & Chartered Financial Planner, Professional Practice Services,
Bromsgrove, May 2010 - December 2016.


I joined PPS in May 2010 as an authorised Independent Financial Adviser with the remit to develop the business in terms
of the scope and depth of services offered to all our clients, current and future.

After three years I was invited to become an equity partner in PPS and this completed in June 2013.  I worked closely with my Business Partners, David Hodgetts and Paul Jackson, to ensure we delivered the highest level of customer service and advice to our Veterinary clients across the UK.

I appeared on several occasions in Veterinary Publications and had the pleasure of presenting at Veterinary CPD Events across the UK.


​
Freelance Financial Services Study Facilitator
Midlands, Feb 2009 – December 2010


Technical Director, Premier Group
Birmingham, Sept 2005 – May 2010


Financial Planning Consultant, Baigrie Davies & Co
London, Oct 2001 - Sept 2005


Paraplanner, Levy Gee Financial Services
London, Nov 2000 – Oct 2001


Administrator, Maureen Watson Financial Advisors
Loughton, 1994- 2000



Copyright © Amira Norris 2018. All rights reserved. This website is for information only and any views expressed do not constitute financial advice. The views expressed here are personal and do not necessarily reflect those of my employers.