Jack Davidson
Financial Planner @Titan Wealth
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WORK HISTORY
Financial Planner @Titan Wealth
Sheffield, GB
Private Client Division) Independent Financial advice
EDUCATION
Sheffield Hallam University
International Finance and Banking (Honours)
Chartered Insurance Institute
R02 Investment Principles and Risk
Chartered Insurance Institute
R05 Financial Protection
Chartered Insurance Institute
R04 Pensions and Retirment Planning
Chartered Insurance Institute
R03 Personal Taxation
The Chartered Institute for Securities & Investment (The CISI)
Investment Advice Diploma (Derivatives)
Chartered Insurance Institute
R06 Financial Planning Practice
ABOUT JACK DAVIDSON
I am an Independent Financial Advisor with a proven track record of success in financial planning and the wider financial services industry, working with mass affluent, high net wealth and ultra high net wealth clients.Competent Advisor Status (CAS).Highly motivated and analytical financial professional with a strong background in financial planning. I possess a first class degree in International Finance and Banking, as well as a level 4 Investment advice diploma with the Chartered Institute for Securities and Investments (CISI) and a level 4 diploma in Regulated Financial Planning with the Chartered Insurance Institute (CII).Skilled problem solver with technical knowledge and a desire to build a long-term career in financial planning. My long term goal is to become a Charted Financial Planner and I am always open to speaking about new opportunities to further develop my expertise and contribute to the success of a forward-thinking organisation.
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