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Scott Ballard - Dippfs Email & Phone Number

Paraplanner at Lucent Financial Planning at Lucent Financial Planning
Location: Stratford-Upon-Avon, England, United Kingdom 4 work roles 4 schools
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Current company
Lucent Financial Planning
Role
Paraplanner at Lucent Financial Planning
Location
Stratford-Upon-Avon, England, United Kingdom
Company size
10 employees

Who is Scott Ballard - Dippfs? Overview

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Quick answer

Scott Ballard - Dippfs is listed as Paraplanner at Lucent Financial Planning at Lucent Financial Planning, a company with 10 employees, based in Stratford-Upon-Avon, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Scott Ballard - Dippfs.

Scott Ballard - Dippfs previously worked as Paraplanner at Lucent Financial Planning and Paraplanner at Charles Stanley & Co. Limited. Scott Ballard - Dippfs holds Diploma In Regulated Financial Planning, Financial Planning And Services from Chartered Insurance Institute.

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Email format at Lucent Financial Planning

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Lucent Financial Planning

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Profile bio

About Scott Ballard - Dippfs

Currently working as a Paraplanner at Lucent Financial Planning in Solihull. I Graduated from Birmingham City University in 2016 where I studied Accountancy and Finance.I have obtained my Level 4 Diploma in Regulated Financial Planning.

Current workplace

Scott Ballard - Dippfs's current company

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Lucent Financial Planning
Lucent Financial Planning
Paraplanner at Lucent Financial Planning
solihull, united kingdom
Website
lucentfinancialplanning.co.uk
Employees
10
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4 roles

Scott Ballard - Dippfs work experience

A career timeline built from the work history available for this profile.

Paraplanner

Charles Stanley & Co. Limited

Birmingham, England, United Kingdom

  • I started Charles Stanley as a trainee Paraplanner in April 2018. I was made a Paraplanner in March 2020 and have since worked closely with several advisers, dealing with high net-worth clients and preparing their.
  • Investment and Pension funding, including advanced carry-forward calculations which include tapering.
  • Investment and Pension transfers.
  • Inheritance Tax Planning (AIM, Loan Trusts, Discounted Gifts Trusts & Discretionary Gift Trusts).
  • Onshore and Offshore Bonds.
  • Protection.
Apr 2020 - Nov 2023

Team Leader

Zinc Group Limited

Stratford-Upon-Avon

I worked at Zinc for just over a year, I started in September 2016 as a Customer Account Manager with no experience at all and rapidly worked my way up to management level within a year by exceeding my monthly target 12 months in a row. I managed the Commercial Collections Team which was made up of 4 - 6 employees. I led the team for a further six months.

Sep 2016 - Mar 2018
Team & coworkers

Colleagues at Lucent Financial Planning

Other employees you can reach at lucentfinancialplanning.co.uk. View company contacts for 10 employees →

KM Karen Mckim Karen Mckim Colleague at Lucent Financial PlanningWest Midlands, England, United Kingdom, United Kingdom View → JB Jessica Browning Dippfs Jessica Browning Dippfs Colleague at Lucent Financial PlanningWest Midlands, England, United Kingdom, United Kingdom View → JP Jai Parmar Jai Parmar Colleague at Lucent Financial PlanningSolihull, England, United Kingdom, United Kingdom View → KE Kate Evans Kate Evans Colleague at Lucent Financial PlanningSolihull, England, United Kingdom, United Kingdom View → HK Hannah K. Hannah K. Colleague at Lucent Financial PlanningSolihull, England, United Kingdom, United Kingdom View → AG Amber Gerard Amber Gerard Colleague at Lucent Financial PlanningSolihull, England, United Kingdom, United Kingdom View → SR Steven Rowe Steven Rowe Colleague at Lucent Financial PlanningSolihull, England, United Kingdom, United Kingdom View → JC Jasmine Clarke Jasmine Clarke Colleague at Lucent Financial PlanningBirmingham, England, United Kingdom, United Kingdom View → LW Lisa Weatherstone Lisa Weatherstone Colleague at Lucent Financial PlanningSolihull, England, United Kingdom, United Kingdom View → EP Ellie Pemberton Ellie Pemberton Colleague at Lucent Financial PlanningUnited Kingdom, United Kingdom View →
4 education records

Scott Ballard - Dippfs education

Gcse, 11 A*-C

Henley-In-Arden High School
FAQ

Frequently asked questions about Scott Ballard - Dippfs

Quick answers generated from the profile data available on this page.

What company does Scott Ballard - Dippfs work for?

Scott Ballard - Dippfs works for Lucent Financial Planning.

What is Scott Ballard - Dippfs's role at Lucent Financial Planning?

Scott Ballard - Dippfs is listed as Paraplanner at Lucent Financial Planning at Lucent Financial Planning.

Where is Scott Ballard - Dippfs based?

Scott Ballard - Dippfs is based in Stratford-Upon-Avon, England, United Kingdom while working with Lucent Financial Planning.

What companies has Scott Ballard - Dippfs worked for?

Scott Ballard - Dippfs has worked for Lucent Financial Planning, Charles Stanley & Co. Limited, and Zinc Group Limited.

Who are Scott Ballard - Dippfs's colleagues at Lucent Financial Planning?

Scott Ballard - Dippfs's colleagues at Lucent Financial Planning include Karen Mckim, Jessica Browning Dippfs, Jai Parmar, Kate Evans, and Hannah K..

How can I contact Scott Ballard - Dippfs?

You can use AeroLeads to view verified contact signals for Scott Ballard - Dippfs at Lucent Financial Planning, including work email, phone, and LinkedIn data when available.

What schools did Scott Ballard - Dippfs attend?

Scott Ballard - Dippfs holds Diploma In Regulated Financial Planning, Financial Planning And Services from Chartered Insurance Institute.

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