Dale Kirkpatrick
Director & Chartered Financial Planner @Modulus Financial Planning
Dromore, GB
EMAILS
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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