Simon Flinders work email
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Simon Flinders personal email
Simon Flinders is a Director and Shareholder and Independent Financial Adviser at J & P Financial Services Ltd. He possess expertise in inheritance tax planning, retirement planning, investments, pensions, insurance and 10 more skills.
J & P Financial Services Ltd
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Director And Shareholder And Independent Financial AdviserJ & P Financial Services LtdEngland, United Kingdom
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Director / Shareholder / Independent Financial AdviserJ & P Financial Services Ltd Apr 2007 - PresentSutton ColdfieldJ&P's clients are either High Net Worth private clients or small to medium sized businesses. I am Diploma qualified and continuing to work towards Chartership. I have attained my Statement of Professional Standing and therefore am able to trade from January 2013. My knowledge and experience has been gained from working firstly as a tied adviser at the Prudential and Aviva, then for the last 11 years as an Independent Adviser at Newell Palmer and Associates Ltd. J&P has now been trading for 20 years. My father John Flinders ran the business until I came into it and became a Director in 2007. My father has subsequently retired. In recent years we have acquired a couple of practises into J&P. We are dynamic and professional company that aim to offer excellent service to our clients. We have also recently moved into new offices in the Birmingham areaSpecialties: Pension Specialist - Investments - Inheritance Tax Planning - Corporate Pensions - Personal Pensions - Corporate Protection - Personal Protection.
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Independent Financial AdviserNewelll Palmer & Associates Ltd Apr 2002 - Apr 2007WolverhamptonI was employed as an Independent Financial Adviser dealing with High Net Worth personal clients and Business (Corporate) clients. My expertise was with building solutions and effective financial strategies to business owners, Director/Shareholders and high net worth individuals in areas such as tax planning, investments, IHT, Pre and Post retirement planning and all protection issues.
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Financial Consultanrt & Senior Financial ConsultantGeneral Accident (Aviva) Sep 1995 - Apr 2002Birmingham, United KingdomI was employed as a Financial Adviser with General Accident, which subsequently became CGU and then Aviva. In my 1st full year at General Accident I finished the year as the Top Financial Consultant and was promoted to become a Senior Financial Consultant.In my time I won numerous, quarterly, half year and yearly awards and was employed in the West Midlands Team - managed by Malcolm Lindsay.
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Agent & Financial AdviserPrudential Assurance Sep 1989 - Sep 1995ErdingtonI was employed as an Agent in Erdington. The role of an Agent including collection of monthly premiums, servicing the clients, new business including General Branch, Life Assurance, Savings and Pensions.
Simon Flinders Skills
Simon Flinders Education Details
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Sutton Coldfield College Of Further EducationMerit And Pass -
Bishops Vesy Grammer SchoolC, B, C And C -
Yenton Junior & Infants School
Frequently Asked Questions about Simon Flinders
What company does Simon Flinders work for?
Simon Flinders works for J & P Financial Services Ltd
What is Simon Flinders's role at the current company?
Simon Flinders's current role is Director and Shareholder and Independent Financial Adviser.
What is Simon Flinders's email address?
Simon Flinders's email address is ja****@****msn.com
What schools did Simon Flinders attend?
Simon Flinders attended Sutton Coldfield College Of Further Education, Bishops Vesy Grammer School, Yenton Junior & Infants School.
What are some of Simon Flinders's interests?
Simon Flinders has interest in I Have 3 Children, Simone (18).
What skills is Simon Flinders known for?
Simon Flinders has skills like Inheritance Tax Planning, Retirement Planning, Investments, Pensions, Insurance, Savings, Small Business, Wealth Management, Protection, Life Insurance, New Business Development, Financial Planners.
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