Simon Verity Certfa
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Simon Verity Certfa Email & Phone Number

Advisor - Pensions & Investments
Location: France 3 work roles 2 schools
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Role
Advisor - Pensions & Investments
Location
France

Who is Simon Verity Certfa? Overview

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Simon Verity Certfa is listed as Advisor - Pensions & Investments based in France. AeroLeads shows a matched LinkedIn profile for Simon Verity Certfa.

Simon Verity Certfa previously worked as Financial Advisor at Chase Buchanan Ltd and Country Manager France at Blacktower Financial Management (International) Ltd. Simon Verity Certfa holds Level 4 Financial Advice, Ethics, Laws, Products, Process, Pass from Institute Of Financial Services University.

Profile bio

About Simon Verity Certfa

With over 25 years as a Financial Planner I have been giving advice to French resident ex pats since 2002 from my office based in the North of France.I gained my UK financial planning qualifications originally in 2001 and spent 15 years working for various UK institutions and banks and latterly as an Independent Financial Adviser running my own business before making the move to France. Due to a recent change in UK legislation I decided to requalify under the new rules in 2016 to gain my Level 4 Certified Financial Planner status which I achieved in 2016.I can also provide advice on Wills and cross boarder Estate Planning which is useful when used with the new Brussels IV legislation.

Listed skills include Qrops, Estate Planning, Pension Planning, Insurance, and 28 others.

3 roles

Simon Verity Certfa work experience

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

Financial Advisor

France

Holistic financial advice for ex pats living in France and Europe. Investments, regular savings, pensions, QROPS, Inheritance planning, Wills, mortgages and currency exchange.simon.verity@chasebuchanan.comChase Buchanan is a financial advisory company regulated within the EU by CySEC (287/15) and in the UK via (FCA 762546). Chase provides unbiased financial solutions across many jurisdictions to both private and corporate clients. We provide impartial wealth management and tax solutions to clients from many walks of life, locations and nationalities, our aim is to provide all our clients with the best quality of advice available in the industry. Chase is not tied to any particular organisation so no bank, life or investment company influences the solutions we offer. We place emphasis on handling clients’ affairs discreetly and responsibly and work internationally helping clients with UK pensions, investment strategies and reviewing existing investments or portfolios alongside tax planning with the help of our tax accountant and barrister. We pride ourselves on providing the highest levels of service possible with a no strings attached approach to creating tailored financial solutions.

Nov 2016 - Oct 2018

North West Regional Manager

North West France

Giving Independent financial advice to English speaking expats living and working in the North West France. Recruited and trained an additional adviser as well as running an office with a full time administrator.

Apr 2005 - Jul 2010
2 education records

Simon Verity Certfa education

Level 4 Financial Advice, Ethics, Laws, Products, Process, Pass

Institute Of Financial Services University

Financial Planning Certificate, Financial Advice, Products, Laws And Process., Pass

Chartered Insurance Institute
FAQ

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What is Simon Verity Certfa's role at their current company?

Simon Verity Certfa is listed as Advisor - Pensions & Investments.

Where is Simon Verity Certfa based?

Simon Verity Certfa is based in France.

What companies has Simon Verity Certfa worked for?

Simon Verity Certfa has worked for Chase Buchanan Ltd, Blacktower Financial Management (International) Ltd, and Siddalls – Independent Financial Advisers.

How can I contact Simon Verity Certfa?

You can use AeroLeads to view verified contact signals for Simon Verity Certfa, including work email, phone, and LinkedIn data when available.

What schools did Simon Verity Certfa attend?

Simon Verity Certfa holds Level 4 Financial Advice, Ethics, Laws, Products, Process, Pass from Institute Of Financial Services University.

What skills is Simon Verity Certfa known for?

Simon Verity Certfa is listed with skills including Qrops, Estate Planning, Pension Planning, Insurance, Financial Planning, French Financial Advice, Portfolio Management, and Pension Transfers France.

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