Calvin Bebb Chartered Financial Planner

Chartered Financial Planner @Fairstone Group Ltd

Royal Tunbridge Wells, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2023 — Present

Chartered Financial Planner @Fairstone Group Ltd

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Royal Tunbridge Wells, GB

I provide advice to new and existing clients, specialising in Investments, Pensions, Retirement Planning, Annuities, Inheritance tax, Life Insurance, and Immediate needs annuities planning for Individuals, Families, Business (including director owned) and Entrepreneurs.I really want to get to know you to understand your goals and aspirations to be able to provide you with the advice that will help you achieve them. I like to work in an open and transparent way so you can make a fully informed decision about the advice I give. But once you have received advice my ongoing relationship with you is extremely important too, I like to build long term relationships, so that no matter what life throws at you I can help your plans remain on track.I provide advice to new and existing clients, specialising in Investments, Pensions, Retirement Planning, Inheritance tax and Life Insurance, planning for Individuals, Families, Business (including director owned) and Entrepreneurs. I really want to get to know you to understand your goals and aspirations to be able to provide you with the advice that will help you achieve them. I like to work in an open and transparent way so you can make a fully informed decision about the advice I give. But once you have received advice my ongoing relationship with you is extremely important too, I like to build long term relationships, so that no matter what life throws at you I can help your plans remain on track.Skills: Problem Solving · Communication · Financial Regulation · Client Relations · Tax Planning Strategies

EDUCATION

N/A

Chartered Insurance Institute

Diploma qualified

1991 — 1994

Liverpool John Moores University

BSc (Hons)

ABOUT CALVIN BEBB CHARTERED FINANCIAL PLANNER

I am a Financial Adviser with over 20 years experience in helping Families, Business and…

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Calvin Bebb Chartered Financial Planner — Chartered Financial Planner at Fairstone Group Ltd in Royal Tunbridge Wells, GB | Unifers