Location: Burnham on Sea / Remote
Tel: 01278 788646 option 5
Sioned joined the Company in July 2018, initially on a placement, having completed a first class BA (Hons) degree in Business Management with Accounting and Finance from University of the West of England. Between 2019 and 2021 Sioned studied for the Chartered Insurance Institute Regulated Diploma in Financial Planning. Upon its completion, Sioned intends to continue her career as a paraplanner, to gain further experience of financial planning and advice.
BA (Hons); DipPFS.
R01 Financial Services, Regulation & Ethics, R02 Investment Principles & Risk, R03 Personal Taxation, R04 Pensions & Retirement Planning, R05 Financial Protection, R06 Financial Planning Practice (Chartered Insurance Institute Regulated Diploma in Financial Planning)