Robert Dixon
Chartered Wealth Planner @Kingswood Group
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WORK HISTORY
Chartered Wealth Planner @Kingswood Group
Newcastle Upon Tyne, GB
EDUCATION
Cramlington Sixth Form
A Levels: Information Technology, Business Studies
Northumbria University
Bachelor of Science (BSc) Hons, 2:1, Computer Science
LIBF
Pension Transfers, Financial Planning and Services
LIBF
Diploma, Financial Planning and Services
Teesside University
Post Graduate Certificate, International Business Managment
LIBF
CertLTCP, Financial Planning and Services
SKILLS
ABOUT ROBERT DIXON
In my career, I have achieved success in a number of different areas, all of which have had a core focus toward customer, enhancing their experience and sharing knowledge and advice; with the ultimate aim of aiding others to make more informed, data supported decisions at key life stages. As a Wealth Planner, I regularly engage with clients on a one to one basis, gain in-depth understanding as to their specific life goals, ambitions as well as their financial concerns that enables me to truly put the client at the heart of all that I do. I am a highly motivated and enthusiastic individual who enjoys engaging and listening to others with a view of adding value to all who I meet.
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