Peter McNulty

Chartered Financial Planner @Jem Financial Planning Limited

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

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WORK HISTORY

May 2023 — Present

Chartered Financial Planner @Jem Financial Planning Limited

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Coventry, GB

EDUCATION

2004 — 2005

Open University

Professional Certificate in Management

1995 — 2017

Chartered Institute of Insurance

Fellow, Personal Finance Society

SKILLS

SavingsPortfolio ManagementRetirement PlanningPensionsFinancial ServicesInvestment StrategiesRetirementStrategic Financial PlanningFinancial PlanningFinancial AdviceWealth ManagementFinancial AdvisoryFinancial PlannersInvestmentsInheritance Tax PlanningWealthEstate PlanningInvestment Advisory

ABOUT PETER MCNULTY

I help people through what can appear a very complex world of Tax, Financial and…

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Peter McNulty — Chartered Financial Planner at Jem Financial Planning Limited in Coventry, GB | Unifers