Dale Kirkpatrick

Director & Chartered Financial Planner @Modulus Financial Planning

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

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WORK HISTORY

Mar 2021 — Present

Director & Chartered Financial Planner @Modulus Financial Planning

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Banbridge, GB

Helping clients live the life they want by delivering the absolute value of financial planning

EDUCATION

2008 — 2012

Queen's University Belfast

BSc

SKILLS

Investment StrategiesFinancial MarketsAsset ManagementMicrosoft OfficeMicrosoft ExcelFinancial AdvisoryPensionsCustomer ServiceInvestment AdvisoryStrategic PlanningFinancial PlanningEntrepreneurshipCashflow ModellingWealth ManagementInsuranceCommunicationFinancial AnalysisInvestmentsInvestment ManagementStrategyCorporate FinanceSocial MediaRetirement PlanningEstate PlanningBusiness StrategyFinancial ServicesRetirementAsset AllocationTeamworkBusinessSavingsRisk ManagementLife InsuranceFinanceBusiness PlanningManagement

ABOUT DALE KIRKPATRICK

I\'m a Chartered Financial Planner. We set up Modulus Financial Planning in 2021 to help…

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