Marie Calvin
Director - Finli Money @Finli Group
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WORK HISTORY
Director - Finli Money @Finli Group
Scotland, GB
Finli is a fast-scaling national wealth management business committed to delivery of client-centred technology enabled financial planning and advice that creates long term confidence and financial wellbeing. Finli Money is our national financial coaching and digital advice proposition to help our clients access the right proposition to meet their needs at the right time. Offering high quality, affordable guidance, support and advice with a service tailored to help clients live their best financial life.
EDUCATION
Full Circle Global
Certificate in Executive Coaching Practice
Full Circle Global
Certificate in Career Coaching
University of Glasgow
Scottish History and Theatre Studies
Chartered Insurance Institute
Diploma in Financial Planning
Chartered Insurance Institute
Financial Planning Certificate
SKILLS
ABOUT MARIE CALVIN
Experienced director in financial planning, training and competency, executive coaching, proposition and process development, regional and business management.
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