Dan Styles
Director @Klo Financial Services
Warwick, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 2022 — Present
Director @Klo Financial Services
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EDUCATION
N/A
LIBF
Advanced Diploma in Financial Advice
N/A
LIBF
Diploma in Financial Advice
N/A
LIBF
Award in Pension Transfers (AwPetr)
N/A
Oxford Brookes University
BA Marketing Management, Marketing/Marketing Management, General
N/A
Chartered Insurance Institute
Certificate in Financial Planning
SKILLS
PensionsFinancial ModelingFinancial AnalysisPortfolio ManagementInvestment AdvisoryInvestmentsBankingMutual FundsRisk ManagementBusiness DevelopmentWealth ManagementStrategic Financial PlanningFinancial ServicesFinancial RiskAsset ManagementRetirement PlanningRelationship ManagementFinance
ABOUT DAN STYLES
Experienced independent Chartered Financial Planner. Skilled in Asset Management, Retirement Planning, Investment Advisory, Estate Planning, Mutual Funds, and Financial Risk. Strong finance professional, Chartered Associate of The London Institute of Banking & Finance.
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