Warren Bentham
Paraplanning Manager & Chartered Financial Planner @Cullen Wealth
Stockport, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2025 — Present
Paraplanning Manager & Chartered Financial Planner @Cullen Wealth
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EDUCATION
1990 — 1997
St Ambrose College
A-Level, Economics, Maths, Physics & General Studies
1997 — 2000
The London School of Economics and Political Science (LSE)
BSc(Hons), Economics
SKILLS
Long Term Care InsuranceStructured ProductsInheritance Tax PlanningWealthAsset ManagementFinancial PlanningPortfolio ManagementProtectionHigh Net Worth IndividualsWealth Management ServicesRetirement PlanningLife InsuranceFinanceRetirement SavingsCritical IllnessInvestment StrategiesRetirementStrategic Financial PlanningInvestment ManagementFinancial ServicesWealth ManagementPersonal Financial PlanningInvestmentsPersonal FinanceProtection Planning/Family SecurityInvestment AdvisoryAsset AllocationSavingsFinancial AdvisoryPensionsIncome ProtectionFixed AnnuitiesFinancial PlannersEstate PlanningEquity ReleaseParaplanning
ABOUT WARREN BENTHAM
As a Fellow of the Personal Finance Society and Chartered Financial Planner, I pride myself on maintaining a high level of professional integrity whilst providing a quality, customer-driven service to both the advisers I work with and our clients.
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