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 : Small Business, Mortgage Lending, Income Protection, Inheritance Tax Planning, Financial Advisory, Wealth Management, Financial Planning, Business Planning, Life Insurance, Business Development, Savings, Pensions, Critical Illness, Strategic Financial Planning, Wealth Accumulation, Investments, Portfolio Management, Retirement Planning.
Faye has earned the following certifications : Advanced Diploma in Financial Planning APFS, delivered by Chartered Insurance Institute; FPFS - Fellowship of CII & PFS, delivered by Chartered Insurance Institute; Member of Personal Finance Society, delivered by PFS; Chartered Financial Planner, delivered by Chartered Insurance Institute.
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