Daniel Clark
Advice & Operations @Schofield Money Ltd
Doncaster, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Nov 2017 — Present
Advice & Operations @Schofield Money Ltd
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Harrogate, GB
SKILLS
Customer ServiceFinancial PlanningMortgage LendingPersonal Financial PlanningAsset AllocationSavingsRisk ManagementWealth Management ServicesMicrosoft ExcelCritical IllnessResearchFinancial AdvisoryIncome ProtectionDerivativesBusiness DevelopmentEquity ReleaseWealth ManagementInheritance Tax PlanningWealthAsset ManagementProtectionRetirementParaplanningStrategic Financial PlanningInvestment AdvisoryInvestment StrategiesInvestmentsEstate PlanningSocial MediaPortfolio ManagementPensionsSippInvestment ManagementMortgagesMicrosoft OfficeHolistic Financial PlanningRetirement PlanningHigh Net Worth IndividualsFinanceIndependent Financial Advice
ABOUT DANIEL CLARK
Fanatic of all things Finance, Investment and FinTech
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