Michael Drummond Advdipfa Cemap Cerer

Financial Planning Manager @Aegon UK

Bournemouth, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2024 — Present

Financial Planning Manager @Aegon UK

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EDUCATION

N/A

LIBF

TTTC level 6 Taxation Trusts and Tax Compliance

N/A

LIBF

Certificate in Long Term Care and Later Life Planning

2021 — 2021

LIBF

CeRER

2003

Cowes High School

A-levels

2011 — 2011

LIBF

CeFA Certificate for Financial Advisers

N/A

LIBF

(Mani) level 6 Managing investments

2001

Cowes High School

GCSE's

2015 — 2016

Chartered Insurance Institute

Level 4, Diploma in Regulated Financial Planning

2010 — 2011

LIBF

CeMAP

2020 — 2021

LIBF

PETR Level 6 Pension Transfers

2012 — 2012

The Chartered Institute for Securities & Investment (The CISI)

Introduction to Securities and Investments

ABOUT MICHAEL DRUMMOND ADVDIPFA CEMAP CERER

I have really enjoyed working as a Financial Adviser since 2016 and helping my clients with their financial needs. I take pride in my level of customer service and the quality of my advice, as a result I have built loyal and trusted relationships with my clients.Throughout my career I have been driven in my own development and feel very proud to have achieved my level 6 qualification. i see myself as highly motivated, hard working and reliable.I have worked for highly reputable employers throughout my working life, and I believe this adds further indication to my quality as an employee.

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