Susan Whittick
Independent Financial Advisor @Throgmorton Private Capital Ltd
Ashford, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2021 — Present
Independent Financial Advisor @Throgmorton Private Capital Ltd
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Kent, GB
EDUCATION
2008 — 2009
LIBF
Certificate for Financial Advisers
2021 — 2022
Chartered Insurance Institute
Certificate in Equity Release (CII ER), Equity Release
2010 — 2011
LIBF
Diploma for Financial Advisers
2006 — 2007
LIBF
Certificate in Mortgage Advice and Practice
SKILLS
CemapCefaIncome ProtectionWealth ManagementCritical IllnessRetirement PlanningInvestmentsInheritance Tax PlanningWealthHolistic Financial PlanningRetirementLife InsuranceHigh Net Worth IndividualsInsuranceSavingsFinancial ServicesWealth Management ServicesPersonal Financial PlanningSaving for EducationFinancial PlannersStrategic Financial PlanningFinancial PlanningEstate PlanningFinancial AdvisoryPortfolio ManagementProtectionRelationship ManagementPensionsInvestment AdvisoryFinanceInvestment Strategies
ABOUT SUSAN WHITTICK
I am an experienced independent financial advisor based in Kent, dedicated to helping…
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