Charley Kay

Adviser Support & Product Adoption Specialist @Conquest Planning

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

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WORK HISTORY

Jul 2023 — Present

Adviser Support & Product Adoption Specialist @Conquest Planning

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GB

ABOUT CHARLEY KAY

I hold the CII Level 4 Diploma in Regulated Financial Planning and the FE analytics certification. I have a Bachelor\'s Degree in Accounting and Financial Management. I am gaining experience through my current role as Financial Planning Manager at Attivo Financial Planning.

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Charley Kay — Adviser Support & Product Adoption Specialist at Conquest Planning in Cheltenham, GB | Unifers