Conor Patton
Chartered Financial Planner @Unique Financial Planning
Oxford, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2018 — Present
Chartered Financial Planner @Unique Financial Planning
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Oxford, GB
I provide holistic financial planning advice to my clients in order to help them build, protect, enjoy and pass on their wealth in a tax-efficient manner.I specialise in long-term investments, pensions, protection and estate planning.
EDUCATION
2010 — 2014
Queen's University Belfast
Bachelor of Science (B.Sc.), Accounting
SKILLS
InvestmentsFinancial AdvisoryHigh Net Worth IndividualsFinanceWealth ManagementPensionsFinancial ModelingDue DiligenceInheritance Tax PlanningWealthAccountingFinancial Planning
ABOUT CONOR PATTON
Chartered Financial Planner and Fellow of the Personal Finance Society providing financial advice to help clients build, protect, enjoy and ultimately pass on their wealth as efficiently as possible.
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