Jonathan Halberda
Specialist Financial Adviser and Supervisor Providing Financial Advice to the Medical Profession @Wesleyan
Birmingham, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2010 — Present
Specialist Financial Adviser and Supervisor Providing Financial Advice to the Medical Profession @Wesleyan
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West Midlands, GB
EDUCATION
2009 — 2009
Chartered Insurance Institute
Diploma
2011 — 2019
Chartered Insurance Institute
Chartered Financial Planner
SKILLS
Inheritance Tax PlanningWealthFinancial RiskResidential MortgagesDefined BenefitProtectionRetirement PlanningIncome ProtectionPerformance ManagementFinancial ServicesCrmLife InsuranceFinancePersonal Financial PlanningBankingFixed AnnuitiesSavingsRisk ManagementInvestmentsRetirementStrategic Financial PlanningBusiness AnalysisGeneral InsuranceWealth Management ServicesPensionsSippRetail BankingPrivate BankingTrustsCritical IllnessDefined ContributionChange ManagementFinancial AdvisoryCredit RiskInvestment StrategiesPortfolio ManagementCustomer ExperienceLoansWealth ManagementInvestment Advisory
ABOUT JONATHAN HALBERDA
As a specialist Financial Adviser at Wesleyan I have over fourteen years\' experience in…
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