David Browne

Independent Financial Adviser @Ascot Lloyd

Norwich, GB

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Jun 2021 — Present

Independent Financial Adviser @Ascot Lloyd

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Norwich, GB

EDUCATION

2000 — 2006

Ormiston Victory Academy

GCSEs, Maths, English, Science

2015 — 2021

Chartered Insurance Institute

Diploma in Regulated Financial Planning, Financial Planning and Services

2006 — 2008

Ormiston Victory Academy

A Levels, Economics, Business Studies

SKILLS

Financial AdvisoryLife InsuranceFinanceCustomer Relationship Management (Crm)PensionsAsset AllocationBankingMutual FundsCustomer ServiceBusinessSavingsRisk ManagementChange ManagementWrap PlatformBusiness Process ImprovementTax PlanningPortfolio ManagementComputer HardwareFixed AnnuitiesComputer MaintenanceInvestment AdvisoryManagementInheritance Tax PlanningWealthFinancial RiskAsset ManagementRetirement PlanningFinancial ServicesRetirementAnnuity SalesCritical IllnessIncome ProtectionInsuranceFinancial PlanningGeneral InsuranceSpeckyRelationship ManagementAuto EnrolmentInvestmentsSales

ABOUT DAVID BROWNE

I am an Independent Financial Adviser and have continued to study over the years to become a Diploma Qualified Financial Planner with the Personal Finance Society (DipPFS).With over 15 years’ experience within the financial services sector, I am passionate about helping my clients and their families realise their financial goals. I started out working for a pension provider before moving to a financial advice practise where I obtained my qualifications and broadened my knowledge to include investments and protection.

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