Neil Forrest Fcbi

Lecturer in Financial Services @Edinburgh College

Edinburgh, GB
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WORK HISTORY

Jan 2024 — Present

Lecturer in Financial Services @Edinburgh College

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Edinburgh, GB

I am lecturing at Edinburgh College, supporting the various financial services qualifications on offer.

EDUCATION

2000 — 2002

Edinburgh Napier University

Post Graduate Diploma in Marketing

2023

The Chartered Banker Institute

Fellow of the Chartered Banker Institute (FCBI)

2018 — 2018

Chartered Insurance Institute

Diploma in Regulated Financial Planning

1996 — 1997

Edinburgh Napier University

BA (Hons) in Financial Services

SKILLS

Change ManagementBranch BankingOperational RiskBusiness AnalysisCommercial BankingCoachingLeadershipWealth ManagementManagementFinancial ServicesOperational Risk ManagementFinanceRetail BankingStakeholder ManagementTeam LeadershipPrivate BankingBusiness Relationship ManagementRelationship Management

ABOUT NEIL FORREST FCBI

I provide high quality financial advice to individuals and businesses looking to grow, manage, protect or preserve their wealth. With 39 years of experience in financial services covering retail, business banking for SMEs and wealth management, I am passionate about helping business owners and individuals fulfil their financial goals and dreams.Main areas of advice are: retirement and retirement planning, tax efficient investment planning, inheritance tax and estate planning, protection for individuals / businesses and helping small businesses with tax planning solutions.Seven Hills Wealth Management is an appointed representative of and represents only St. James\'s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The titles \'Partner\' and \'Partner Practice\' are marketing terms used to describe St James\'s Place representatives. Seven Hills Wealth Management is a trading name of Seven Hills Financial Planning Ltd.SJP approved 27/08/2025

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Neil Forrest Fcbi — Lecturer in Financial Services at Edinburgh College in Edinburgh, GB | Unifers