Peter Best - Chartered Paraplanner Email and Phone Number
Peter Best - Chartered Paraplanner work email
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Peter Best - Chartered Paraplanner personal email
I am a financial services paraplanner with over 27 years experience of helping advisers help their clients.I can assist you with:➡ Investment Planning➡ Retirement Planning (including the use of SIPP, SSAS and Drawdown)➡ Pension Transfers (Both DB and DC)➡ Inheritance Tax Planning➡ Protection➡ Cashflow-modelling➡ Suitability Report writing➡ Lasting Powers of Attorney➡ Case checking
Sheffield Hallam University
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Postgraduate StudentSheffield Hallam University Sep 2023 - PresentMsc Wealth Management -
Club PhotographerSheffield Steeldogs Ice Hockey Club Dec 2015 - PresentSheffield, England, United KingdomI am a match night and event photographer for the Steeldogs -
50/50 & Shirt Raffle Ticket SellerSheffield Steeldogs Ice Hockey Club Sep 2014 - Dec 2015Sheffield, England, United KingdomI promoted the 50/50 and Shirt raffles during all home games held during the season, this involved dealing with the general public visting the games and handling the money taken for tickets.
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Office Manager & ParaplannerTag Wealth Management Jul 2011 - Apr 2022Sheffield, United KingdomDuring my time at TAG Wealth I provided technical and administerial support to the partners and advisers of the firm, liaised with clients, provided support to the members and Trustees of various pension schemes including Defined Benefit Schemes. Ensured that office is running efficiently and smoothly.I was also responsible for the checking of all submitted business to ensure that it complied with Network, FCA and HMRC regulations
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Administration Assistant & It TechnicianTag Wealth Management Jul 1997 - Jul 2011Sheffield, United KingdomProvided support to all the sales advisers, processed new business, quotation requests and renewals of existing business.Provided support and maintenance for all computer systems used by the company
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Business Process ManagerEnvi Data Ltd / Risk Transfer Solutions Ltd Feb 2008 - May 2013Sheffield, United KingdomThese companies were set up by one of the Partners of TAG Wealth Management to provide specialist environmental risk reports and insurance policies to SIPP's and SSAS's that were being used to hold property.My role involved the day to day running of the companies dealing with Trustees (both professional and member), scheme administrators, environmental consultants and insurance brokers.This was in addition to my role at TAG Wealth Management
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Checkout AssistantWm Morrison Supermarkets Plc 1995 - 1996Staveley, ChesterfieldThis was a weekend job while I was still at school.Although officially I was a checkout assistant, I was expected to be flexible, and worked on the checkouts, shop floor and in the store warehouse as required.
Peter Best - Chartered Paraplanner Skills
Peter Best - Chartered Paraplanner Education Details
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Financial Planning And Services
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Financial Planning And Services -
Financial Planning And Services -
PearsonFinancial Planning And Services -
Pensions Management InstitutePensions And Retirement Planning
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Tupton Hall School & 6Th Form
Frequently Asked Questions about Peter Best - Chartered Paraplanner
What company does Peter Best - Chartered Paraplanner work for?
Peter Best - Chartered Paraplanner works for Sheffield Hallam University
What is Peter Best - Chartered Paraplanner's role at the current company?
Peter Best - Chartered Paraplanner's current role is Helping financial advisers help their clients - AdvDipFA PETR DipPFS CertLTCP CertsCII (L&P, FS & MP) EFA Ch.ALFBF.
What is Peter Best - Chartered Paraplanner's email address?
Peter Best - Chartered Paraplanner's email address is pb****@****.uk.com
What schools did Peter Best - Chartered Paraplanner attend?
Peter Best - Chartered Paraplanner attended Sheffield Hallam University, The London Institute Of Banking & Finance, Chartered Insurance Institute, Pearson, Pensions Management Institute, Sheffield Hallam University, Tupton Hall School & 6th Form.
What skills is Peter Best - Chartered Paraplanner known for?
Peter Best - Chartered Paraplanner has skills like Financial Advisory, Personal Pensions, Sports Photography, Pensions, Fixed Annuities, Sipp, Adobe Acrobat, Environmental Insurance, Insurance, Retirement Planning, Financial Planning, Self Invested Personal Pension.
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Peter Best
London -
Peter Best
London -
Peter B.
Head Of Sales At Jungle It | Microsoft Solutions Partner | Helping Organisational Efficiencies Through Device Lifecycle ManagementUnited Kingdom2hp.com, dell.com1 (800) 4XXXXXXX
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Peter Best
Chief Operating Officer | Head Of Strategy | Business Manager | Strategic Transformation | Product Manager | Founder/Ceo - Capital Markets & FxLondon -
1hama.co.uk
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