Liam Fowler
Chartered Financial Planner @Heron House Financial Management Ltd
Newport, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2015 — Present
Chartered Financial Planner @Heron House Financial Management Ltd
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Analysing client portfolios and making recommendations for their investment strategy. Inheritance Tax Planning Writing suitability reports.Carrying out investment trades. Studying towards my Advanced Diploma in Regulated Financial Planning. Training towards a Chartered Financial Adviser.
EDUCATION
2012 — 2015
University of Wales, Cardiff
First Class Bachelor's Degree, Business Management with Finance
SKILLS
Asset AllocationSavingsRetirement PlanningInvestment StrategiesWealth ManagementResearchInvestmentsFinancial PlanningManagementPensionsCustomer ServiceInheritance Tax PlanningPublic SpeakingPowerpointMicrosoft ExcelMicrosoft WordParaplanningMicrosoft OfficeRetirementFinanceLeadership
ABOUT LIAM FOWLER
My role as a Chartered Financial Planner at Heron House Financial Management Ltd means I…
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