Geoff Clarke

XPS Group

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

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WORK HISTORY

Present

@XPS Group

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EDUCATION

2008 — 2008

Institute of Financial Planning

AIFP, Fee Based Financial Planning

1990 — 1991

Ulster University

MBA, Business, Finance, Marketing, Strategy, Management

1987 — 1990

Queen's University Belfast

BScEcon, Economics

1992 — 1992

CIM | The Chartered Institute of Marketing

DipM, Diploma in Marketing, Marketing

1993 — 2003

Chartered Insurance Institute

FPC, AFPC, FPFS, Chartered Financial Planner, Financial Services

SKILLS

Strategic Financial PlanningFixed AnnuitiesPension FundsStrategic PlanningFundingFinancial PlannersAsset AllocationAlternative InvestmentsFinanceCritical IllnessWealth AccumulationPersonal Financial PlanningRetirement PlanningInsuranceSuccession PlanningProtectionManagementRelationship ManagementPeople DevelopmentEstate PlanningWealth ManagementTaxInvestmentsStrategyDc PensionsInvestment StrategiesPersonal FinanceWealth Management ServicesInvestment AdvisoryPensionsDefined BenefitMutual FundsRetirementInheritance Tax PlanningAuto Enrolment Plannning for EmployersLong-Term CarePensions Auto EnrolmentIncome ProtectionHigh Net Worth IndividualsSavings

ABOUT GEOFF CLARKE

Partner, Head of Office - Belfast and Head of Group Risk Benefits at XPS Group, one of…

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Geoff Clarke — XPS Group in Belfast, GB | Unifers