Alexander Stephenson

Principal @Pineapple Financial Planning

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

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WORK HISTORY

May 2018 — Present

Principal @Pineapple Financial Planning

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York, GB

An Associate Partner Practice of St. James’s Place Wealth Management based in York and privileged to travel the country advising clients. St. James\'s Place Wealth Management is one of the UK\'s leading wealth management organisations. St. James\'s Place specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James\'s Place proposition is further enhanced by its distinctive approach to investment management.

EDUCATION

2009 — 2012

The University of Sheffield

BA Economics, Economics

2007 — 2009

Queen Ethelburga's College

Economics

SKILLS

Project MangementBusiness IdeasAccount ManagementPeople ManagementPowerpointMicrosoft ExcelPeople SkillsBusiness ProtectionCommunicationCommercial AwarenessPeople DevelopmentWealth ManagementWealth PreservationCustomer ServiceInnovation DevelopmentBusiness InvestmentTeamworkMicrosoft WordWealth ProtectionMicrosoft OfficeTime Management

ABOUT ALEXANDER STEPHENSON

Setting up my own practice - Pineapple Financial Planning - as an Appointed…

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Alexander Stephenson — Principal at Pineapple Financial Planning in York, GB | Unifers