Nick Minto

Independent Financial Advisor @Financial Framework Wealth & Estate Planning Limited

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

Signup · Get unlimited contacts

WORK HISTORY

Feb 2023 — Present

Independent Financial Advisor @Financial Framework Wealth & Estate Planning Limited

View department →

EDUCATION

N/A

Chartered Institute for Securities & Investments

Chartered wealth manager - Certificate in Private Client Investment Advice & Management

1984 — 1986

Ilkley Grammar School

OND

N/A

Personal Finance Society

Chartered Financial Planner

N/A

CFA - Society of the UK

IMC

N/A

Society of Trust and Estate Practitioners

STEP Certificate for Financial Services

1986 — 1988

Huddersfield Polytechnic

HND

SKILLS

Relationship ManagementSenior Stakeholder ManagementInvestment StrategiesBusiness DevelopmentWealth ManagementPensionsRetail BankingManagementMutual FundsHigh Net Worth IndividualsInvestment ManagementCoachingWealth Management ServicesTrainingBusiness Relationship ManagementRetirement PlanningFinancial AdvisoryFinancial ServicesStrategic Financial PlanningIncome ProtectionInheritance Tax PlanningWealthFinancial PlanningInvestments

ABOUT NICK MINTO

Independent Financial Adviser

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Nick Minto — Independent Financial Advisor at Financial Framework Wealth & Estate Planning Limited in Leeds, GB | Unifers