Skills & Qualifications
Sharpen the Saw ~ Stephen Covey, The Seven Habits of Highly Effective People
Sharpening the Saw means preserving and enhancing the greatest asset you have--you. It means having a balanced program for self-renewal in the four areas of your life: physical, social/emotional, mental, and spiritual.
Sharpening the Saw means preserving and enhancing the greatest asset you have--you. It means having a balanced program for self-renewal in the four areas of your life: physical, social/emotional, mental, and spiritual.
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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 |