Independent Financial Adviser
CurrentProviding financial advice to individuals about their pensions and investments.
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@2plan.com
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Betul Cuninghame is listed as Chartered Financial Planner, APFS, Adv DipFA, AF7, AwPETR at 2plan wealth management Ltd, a company with 220 employees, based in London, England, United Kingdom. AeroLeads shows a work email signal at 2plan.com and a matched LinkedIn profile for Betul Cuninghame.
Betul Cuninghame previously worked as Independent Financial Adviser at 2Plan Wealth Management Ltd and Financial Adviser at Quilter Financial Planning. Betul Cuninghame studied at Personal Finance Society.
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As a Chartered Financial Planner and a Pension Transfer Specialist (PTS), I have advised many individuals and busineses by reviewing their existing financial arrangements and investments. While working in the financial services sector, I have decided that there are a number of gaps that need to be addressed by financial services firms. These include advice gap, skills gap, training gap etc. I also thought that the existing software and the IT systems should be reviewed by people who can understand and critically evaluate both of those two sectors' needs, requirements and resources to improve the systems/software in use. IT/software systems may address some of the challenges businesses face, but they also bring risks, which have to be addressed. Some of the risks financial services firms face when using IT/software systems are: regulatory and compliance risk, data protection risk, cybersecurity risk etc.Hence, while working in the financial services sector, I continued learning and have recently obtained my business analysis and cybersecurity qualifications. I am currently learning Python programming language as well and I have recently created some financial calculators to be used by advisers.I am hoping to help those two sectors work together to address those gaps by designing better and innovative IT/software solutions so that financial services firms could provide better and cost-effective services to their clients and the wider UK public.I believe that these two sectors can work better together by employing people who can understand both of these sectors' stakeholders' needs and requirements and they can turn the needs and the requirements of firms in one sector into opportunities in the other sector.
Listed skills include Mortgage Advice, Personal Financial Planning, Health Insurance, Estate Planning, and 16 others.
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London, United Kingdom
Providing financial advice to individuals about their pensions and investments.
London, United Kingdom
Advising on pensions, pension transfers, investments and tax planning.
Mayfair, London
Advising on mortgages, life protection policies, equity release products and financial planning.
Other employees you can reach at 2plan.com. View company contacts for 220 employees →
Raynond Firth
Colleague at 2Plan Wealth Management Ltd
Greater Southampton Area, United Kingdom
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TM
Trevor Mitchell Apfs
Colleague at 2Plan Wealth Management Ltd
Nutley, England, United Kingdom, United Kingdom
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JE
James Emmott
Colleague at 2Plan Wealth Management Ltd
Greater Leeds Area, United Kingdom
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DM
David Moorhouse
Colleague at 2Plan Wealth Management Ltd
Greater Leeds Area, United Kingdom
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BC
Brian Close
Colleague at 2Plan Wealth Management Ltd
Falkirk, Scotland, United Kingdom, United Kingdom
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SH
Steve Haines
Colleague at 2Plan Wealth Management Ltd
Greater Portsmouth Area, United Kingdom
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DM
Dorothy Maxwell
Colleague at 2Plan Wealth Management Ltd
Kingston Upon Hull, England, United Kingdom, United Kingdom
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PS
Paul Stewart Dippfs
Colleague at 2Plan Wealth Management Ltd
Nottinghamshire, England, United Kingdom, United Kingdom
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PH
Paul Howorth
Colleague at 2Plan Wealth Management Ltd
Greater Portsmouth Area, United Kingdom
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JP
John Podmore
Colleague at 2Plan Wealth Management Ltd
Greater London, England, United Kingdom, United Kingdom
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APFS
Adv DipFA, AwPETR, DipMAP, DipFA, CeMAP, CeRER, and CeLTCI
Activities and Societies: Learning Python to design software for use e.g. financial calculators.
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Betul Cuninghame works for 2plan wealth management Ltd.
Betul Cuninghame is listed as Chartered Financial Planner, APFS, Adv DipFA, AF7, AwPETR at 2plan wealth management Ltd.
AeroLeads has found 1 work email signal at @2plan.com for Betul Cuninghame at 2plan wealth management Ltd.
Betul Cuninghame is based in London, England, United Kingdom while working with 2plan wealth management Ltd.
Betul Cuninghame has worked for 2Plan Wealth Management Ltd, Quilter Financial Planning, St James Street Big Local Project, and Oracle Consultants Ltd.
Betul Cuninghame's colleagues at 2plan wealth management Ltd include Raynond Firth, Trevor Mitchell Apfs, James Emmott, David Moorhouse, and Brian Close.
You can use AeroLeads to view verified contact signals for Betul Cuninghame at 2plan wealth management Ltd, including work email, phone, and LinkedIn data when available.
Betul Cuninghame studied at Personal Finance Society.
Betul Cuninghame is listed with skills including Mortgage Advice, Personal Financial Planning, Health Insurance, Estate Planning, Inheritance Tax Planning, Life Insurance, Income Protection, and Critical Illness.
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