Scott Portman

Quilter

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

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WORK HISTORY

Present

@Quilter

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EDUCATION

2016 — 2017

St. James's Place Financial Adviser Academy

Financial Planning and Services Academy

2016 — 2018

Chartered Insurance Institute

Diploma in Regulated Financial Planning

2020

The London Institute of Banking & Finance

Level 6 Pension Transfers PETR, Finance and Financial Management Services

2009 — 2012

University of Central Lancashire

Bachelor of Arts (BA), Social Policy

2017 — 2024

The London Institute of Banking & Finance

Advanced Diploma in Financial Advice

ABOUT SCOTT PORTMAN

My primary role is focused on developing and supporting Financial Advisers, where I play…

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Scott Portman — Quilter in Liverpool, GB | Unifers