Stephen Davies
Director Independent Financial Adviser @Diligent Wealth Planning
Caerphilly, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2016 — Present
Director Independent Financial Adviser @Diligent Wealth Planning
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Co director and Independent Financial Adviser.
EDUCATION
2002 — 2003
Chartered Insurance Institute
Financial Planning Certificate
2005 — 2011
LIBF
Diploma Financial Advice, Certificate in Mortgage Advice and Practice
1990 — 1996
Hawthorn High School
Bachelor of Arts (BA)
1997 — 2000
University of Glamorgan
2.1 B.A. Hons Business Studies Degree, Business/Managerial Economics
SKILLS
Business DevelopmentFinanceFinancial AdvisoryInsuranceBusiness PlanningMortgage MarketingResidential MortgagesRetirementProtectionSmall BusinessRetirement PlanningStrategyLife InsuranceFinancial PlanningFixed AnnuitiesInvestment AdvisoryRelationship ManagementEstate PlanningPortfolio ManagementPensionsSavingsRetail BankingWealth Management ServicesInheritance Tax PlanningBankingRisk ManagementStrategic Financial PlanningWealthInvestmentsHigh Net Worth IndividualsWealth ManagementMortgage LendingCritical IllnessFinancial ServicesIncome ProtectionLoans
ABOUT STEPHEN DAVIES
I am passionate about helping individual and small and medium size businesses flourish in…
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