Jane Davies
Director @Whitehall Group Uk Limited
Bury, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Nov 2011 — Present
Director @Whitehall Group Uk Limited
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Bury, GB
EDUCATION
N/A
Chartered Insurance Institute
J05 - Pension Income Options
N/A
Chartered Insurance Institute
CF9 - Pension Simplification
N/A
Chartered Insurance Institute
Financial Planning Certificate
2004 — 2009
The Open University
BA (Hons), Language Studies (French and English)
N/A
Chartered Insurance Institute
J04 - Pension Funding Options
SKILLS
Self-Invested Personal Pension (Sipp)Fixed AnnuitiesFinancial PlanningStrategic Financial PlanningInvestmentsHigh Net Worth IndividualsMutual FundsEmployee BenefitsPension FundsPensionsRetirementFinancial ServicesInvestment AdvisoryWealth ManagementDefined BenefitPortfolio ManagementRelationship ManagementIncome ProtectionRetirement PlanningBusiness DevelopmentSippWealth Management ServicesAnalysis ServicesSsas
ABOUT JANE DAVIES
Experienced Director with a demonstrated history of working in the financial services industry. Strong professional skilled in Pension Funds, Self-Invested Personal Pension (SIPP), Small Self-Administered Schemes (SSAS) and Retirement.
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