Abigail Whittaker

Practice Supervisor and Paraplanner @Optasia Wealth Management Ltd

Chester, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2024 — Present

Practice Supervisor and Paraplanner @Optasia Wealth Management Ltd

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EDUCATION

2012 — 2015

Bangor University

Bachelor’s Degree, Accounting and Economics

N/A

LIBF

CeMap, Mortgages

2015 — 2016

LIBF

Diploma for Financial Advisers, Finance, General

SKILLS

InvestmentsFinancial AdvisoryOutlookMarketingMicrosoft ExcelPowerpointMicrosoft OfficeSalesTeamworkFinancial ServicesCustomer ServiceFinancePublic SpeakingAccountingResearchTime ManagementMicrosoft WordFinancial PlanningFinancial Analysis

ABOUT ABIGAIL WHITTAKER

Practice Supervisor and Pensions and Investments Paraplanner with over 9 years experience. Level 4 Diploma qualified with the London Institute of Banking and Finance. CeMap qualified. Joint honours degree in Accounting and Economics.

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Abigail Whittaker — Practice Supervisor and Paraplanner at Optasia Wealth Management Ltd in Chester, GB | Unifers