Stuart Fpfs
Pension Transfer Specialist@ Prudential UK
Cardross, Argyll And Bute, United Kingdom
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Stuart Fpfs is a highly experienced Chartered Financial Planner, Pension Transfer Specialist, and PRINCE2 Practitioner with 17.6 years of work experience. He specializes in investment advisory, financial advisory, pensions, wealth management, and investment strategies. Stuart has worked at reputable companies such as Prudential UK, WEALTH at, and RSM Tenon now RSM UK. He is skilled in retirement planning, inheritance tax planning, estate planning, and strategic financial planning. Stuart is based in Carlss, Scotland and is known for his expertise in high net worth individuals and strategic financial planning.
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Emails and Phone Numbers

@cbonline.co.uk
@pru.co.uk
+44 207220****
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About

Chartered Financial Planner, Pension Transfer Specialist & PRINCE2 Practitioner

Work Experience

10 Fenchurch Avenue, Fenchurch Street, England, EC3M 5AG, GB

Financial Services

4789
Phone
+44 2072207588
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Stuart Fpfs's Professional Milestones

  • Ifa And Pension Transfer Specialist (2007-06-01~2010-02-01): Streamlined and optimized insurance transfer processes, ensuring client satisfaction and accurate financial transactions.
  • Pension Transfer Specialist (2016-10-01~): Successfully coordinated and managed a large number of temporary employment applications within tight deadlines.
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Education

Edinburgh Napier University
Edinburgh Napier University

Law,

Bachelors,

Bachelor Of Arts,

Legal Studies

1993-1995