Lee Hanlon Dippfs Email and Phone Number
Quilter Financial Planning Network's largest outsourced Paraplanning proposition.Our large team of Paraplanning and admin specialists take the hassle of paperwork away from you, producing quality Defined Benefits, Pension Transfers and Investment Suitability Reports that stand up to rigorous Quilter compliance checks, leaving you with extra valuable time to grow your business and increase your profits. We are highly reputable for quality and efficiency within Quilter and account for almost half of their DB Advice submissions.For more information on how we can help your business, please contact us at info@purepp.net.
Pure Paraplanning Ltd
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Founder And Managing DirectorPure Paraplanning Ltd Apr 2019 - Present110 Pure Offices, Kembrey Park, Swindon, Wiltshire, Sn2 8BwQuality, Efficient and Effective Paraplanning for Quilter Financial Planning Advisers.Our large team of Quilter experienced Paraplanners, Administrators and Specialists provide Paraplanning support to Financial Advisers within all areas of advice and come with a glowing reputation for Quality and Efficiency throughout the Quilter Financial Planning network. Our specialist area is Defined Benefits Pensions and our large team of vastly experienced Paraplanners, and Specialists have overseen the submission of more than 2500 Defined Benefits advice outcomes to Quilter Business Assurance since the inception of Pensions Freedom.
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Head Of Defined Benefits And Senior ParaplannerSvensoni Paraplanning Ltd Jun 2014 - Apr 2019SwindonProviding consultation and Paraplanning on Defined Benefit Transfers for financial advisers, with extensive experience working with Intrinsic, Positive Solutions and Caerus Networks.Also extensive Paraplanning on Pension Transfers, Drawdown, Annuities, Investments and Protection. -
Partnership Connect ConsultantZurich Financial Services Mar 2014 - Jun 2014Protection, Investments and Platform Consultant
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Group RiskZurich Financial Services Nov 2012 - Mar 2014
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ParaplannerSt. James'S Place Apr 2012 - Jul 2012
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Employee Benefits Account ExecutiveBluefin Corporate Consulting Jan 2011 - Jun 2012
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Independent Financial AdviserZurich Independent / Openwork Market Solutions Sep 2009 - Jan 2011Providing authorised and regulated advice for whole of market protection products.
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Senior Protection And Annuity ParaplannerZurich Independent / Openwork Market Solutions Sep 2003 - Aug 2009Swindon, United Kingdom
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Protection AdministratorZurich Financial Services Oct 1999 - Sep 2003
Lee Hanlon Dippfs Skills
Lee Hanlon Dippfs Education Details
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Diploma In Financial Planning And Advanced Diploma In Pension Transfers -
CiiCertificate In Financial Planning (Cf1 - 5)
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CiiGr1 - Group Risk
Frequently Asked Questions about Lee Hanlon Dippfs
What company does Lee Hanlon Dippfs work for?
Lee Hanlon Dippfs works for Pure Paraplanning Ltd
What is Lee Hanlon Dippfs's role at the current company?
Lee Hanlon Dippfs's current role is Pure Paraplanning Ltd - DB and Wealth Paraplanning exclusive to Quilter Advisers.
What schools did Lee Hanlon Dippfs attend?
Lee Hanlon Dippfs attended Diploma In Financial Planning And Advanced Diploma In Pension Transfers, Cii, Cii.
What skills is Lee Hanlon Dippfs known for?
Lee Hanlon Dippfs has skills like Pensions, Defined Benefit, Investments, Employee Benefits, Financial Services, Health Insurance, Microsoft Excel, Defined Contribution, Annuity Sales, Life Insurance, Income Protection, Protection.
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