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LEVEL 4 QUALIFIED FINANCIAL ADVISER currently providing advice to clients on retirement and investment strategies throughout West Yorkshire and Tyne & Wear. Has previously dealt with the sale and rebroking of life insurance, critical illness and income protection cover.
FINANCIAL ADVISER who has gained 12 years’ experience within the financial services sector and a proven track record in exceeding objectives within a regulated environment. In last role, helped identify clients' financial priorities and objectives and then develop a strategy to achieve these goals within a desired timescale.