Name: Faye Formisano
Company: St. JamesÂ’s Place Wealth Management
Job title: Planificador financiero contratado, miembro de la Sociedad de Finanzas Personales e Instituto de Seguros Chartered
Country of Residence: United Kingdom
Precise location: Huddersfield, Royaume-Uni
Website of the company :
sjp.co.uk /
Size of the company : sign up to find out
More Informations About This Profile (Education, Experience, Skills, etc...)
Education & Professional Experience
Faye has studied at University of York in Biochemistry between 1996 and 1999, then at Garforth Comprehensive.
Faye worked for Edward Jones as Financial Advisor & Stockbroker between Sep 2000 and Feb 2007, for Halifax Share Dealing Ltd as Various between Sep 2000 and Feb 2002.
Skills & Competences
Faye has the following skills : Life Insurance, Small Business, Investments, Wealth Management, Financial Planning, Portfolio Management, Retirement Planning, Inheritance Tax Planning, Savings, Critical Illness, Wealth Accumulation, Mortgage Lending, Income Protection, Financial Advisory, Business Development, Strategic Financial Planning, Pensions, Business Planning.
Faye has earned the following certifications : Member of Personal Finance Society, delivered by PFS; FPFS - Fellowship of CII & PFS, delivered by Chartered Insurance Institute; Advanced Diploma in Financial Planning APFS, delivered by Chartered Insurance Institute; Chartered Financial Planner, delivered by Chartered Insurance Institute.
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