Sam Patterson Apfs Email and Phone Number
Within the Financial Services profession, I truly believe an individual, given the right environment and the right support, can develop in any direction they wish, both personally and professionally. I'm proud to offer this environment and support through my three main roles as a CII exam specialist, Consultant and Head of Mentoring.I am a CII exam specialist, who is responsible for authoring and maintaining current exam style questions for the CII. In addition to this, I take an active interest in training and coaching candidates through examinations, and am proud to say The Patterson Group is an industry leader in terms of CII revision resources, having sold over 71,000 sets of audio revision material over our 29 year history.I also act as a Consultant to a number of well recognised financial advisory firms and have been involved in numerous days on-the-job training. I believe the best resource available to a firm is its people, and I'm passionate about getting developing and coaching those within the financial services profession.I am also a Director and Head of Mentoring at The Paraplanner Club, a free mentoring scheme for paraplanners around the country who want to develop their career. Ask ten paraplanners to describe their day-to-day roles, I'd imagine you would get ten different answers. At The Paraplanner Club, we're proud to offer individual, bespoked mentoring completely free of charge, to help empower paraplanners nationwide.
Equilibrium Financial Planning
View- Website:
- equilibrium.co.uk
- Employees:
- 2
-
Head Of DeliveryEquilibrium Financial PlanningManchester, England, Gb -
Company DirectorThe Patterson Group Jun 2020 - Present -
Director & Head Of MentoringThe Paraplanner Club Jan 2022 - Present -
Team Leader & Client ManagerEquilibrium Financial Planning Jan 2019 - Jun 2022 -
Client ManagerEquilibrium Financial Planning Aug 2017 - Jan 2019 -
ParaplannerMoore Stephens Financial Services Sep 2015 - Sep 2016
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ConsultantThe Patterson Group Aug 2013 - Sep 2015
Sam Patterson Apfs Education Details
Frequently Asked Questions about Sam Patterson Apfs
What company does Sam Patterson Apfs work for?
Sam Patterson Apfs works for Equilibrium Financial Planning
What is Sam Patterson Apfs's role at the current company?
Sam Patterson Apfs's current role is Head of Delivery.
What schools did Sam Patterson Apfs attend?
Sam Patterson Apfs attended Newcastle University, Chartered Insurance Institute.
Who are Sam Patterson Apfs's colleagues?
Sam Patterson Apfs's colleagues are Lyndsey O'hagan, Toby Ellington, Nia Hughes Dippfs, Ann Manley, Jacob Lambert, Ryan Macdonald, Steven Mcnicholas Dippfs Fcsi.
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