Cameron Bone

Chartered Financial Planner @Forvis Mazars in the UK

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

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WORK HISTORY

Mar 2023 — Present

Chartered Financial Planner @Forvis Mazars in the UK

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Glasgow, GB

Chartered Financial Planner in the award-winning Private Client team at Mazars. Areas of expertise include- Cash Flow Planning- Savings & Investments- Pensions & Retirement Planning- Taxation & Estate Planning- Personal Protection (e.g. Income Protection, Life Assurance and Critical Illness Cover)

EDUCATION

2008 — 2012

University of Aberdeen

MA Entrepreneurship & Legal Studies

N/A

Chartered Insurance Institute

Advanced Diploma in Financial Planning

2018 — 2020

Chartered Insurance Institute

Diploma in Regulated Financial Planning

SKILLS

HospitalityEvent ManagementManagementEvent PlanningHospitality IndustryInvestmentsProject ManagementMarketing StrategyCustomer ServiceProject PlanningBusiness DevelopmentFinancial PlanningTeam Leadership

ABOUT CAMERON BONE

Chartered Financial Planner helping individuals and business owners achieve their ambitions and goals. Whatever your stage of life, career path or goal, my aim is to support you in making complex financial decisions as simple as possible, so that you can enjoy the things in life that really matter to you. If you would like to discuss your own needs and objectives please get in t••••••••@mazars.co.uk | 01•••••••18

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Cameron Bone — Chartered Financial Planner at Forvis Mazars in the UK in Glasgow, GB | Unifers