Simon Carlin

Senior Financial Adviser @Cactus Financial Planning Ltd

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

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WORK HISTORY

Mar 2024 — Present

Senior Financial Adviser @Cactus Financial Planning Ltd

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Cheltenham, GB

EDUCATION

1989 — 1992

University of Nottingham

BA(Hons), Economics

1981 — 1988

Stamford School

Economics, Latin, Maths

SKILLS

Retirement PlanningFinancial PlannersSmall BusinessPensionsRetirementFixed AnnuitiesInheritance Tax PlanningSocially Responsible InvestingInvestmentsPension FundsEmployee BenefitsIndependent Financial AdviceSavingsFinancial PlanningBusiness DevelopmentWealth ManagementBusiness StrategyFinancial AdvisoryBusiness Planning

ABOUT SIMON CARLIN

How much is enough? When can I retire? How can we help our children…

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Simon Carlin — Senior Financial Adviser at Cactus Financial Planning Ltd in Bristol, GB | Unifers