Curtis Parker

Financial Planner @Lifetime

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

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WORK HISTORY

Jan 2024 — Present

Financial Planner @Lifetime

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Barnsley, GB

EDUCATION

N/A

Chartered Insurance Institute

Diploma in Regulated Financial Planning

2011 — 2012

Barnsley College

NVQ Level 2 , Business & Admin

N/A

Chartered Insurance Institute

Certificate in Financial Services

ABOUT CURTIS PARKER

I’m passionate about helping people take control of their finances, both now and in the future so they can truly understand what their money can do for them. At Lifetime, our mission is simple.You may already have clear goals in mind but feel held back by a lack of time, confidence, or financial knowledge to bring them to life. That’s completely normal and exactly where I come in.Whether you’re looking to turn your retirement dreams into reality, build wealth, or protect your family’s future, I take the time to get to know what really matters, help simplify the process and provide expert guidance so you can make informed decisions with confidence.It all starts with a – a roadmap to help you gain clarity over where you are now, your financial future, answer life’s big questions, and navigate complex decisions with ease. If that sounds like the support you\'re looking for, let’s connect:AF5 - Financial planning processR01 – Financial services, regulations and ethicsR02 – Investment principles and riskR03 – Personal taxationR04 – Pensions and retirement planningR05 – Financial protectionR06 – Financial planning practiceLP2 - Financial services products and solutionsCurrently working towards Chartered Financial Planner status.

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Curtis Parker — Financial Planner at Lifetime in Barnsley, GB | Unifers