Colin Reid Pfe Ccib

kaspr profile icon Financial Planning Manager kaspr company icon PSA Ltd

Profile details Coworkers Related profiles

Profile details

kaspr job icon JOB TITLE

Financial Planning Manager

kaspr compan icon COMPANY NAME

PSA Ltd

kaspr address icon LOCATION

Leicester, United Kingdom

kaspr experience icon EXPERIENCES

PSA Ltd

Financial Planning Manager

kaspr address icon United Kingdom

January 2021 - Present

Financial advise specialising in investment and pension portfolio managment. Portfolios from investment isa's to group money purchase pensions schemes. Advise on long term care funding and planning. Estate preservation and tax planning. All portfolios are risk rated to avoid unessassary client anxiety.

Compliance Officer

kaspr address icon Leicester, United Kingdom

July 2020 - December 2020

Paraplanner

July 2019 - June 2020

Eden Financial Consultants

Paraplanner

kaspr address icon Leicester, United Kingdom

July 2017 - July 2018

Royal Bank Of Scotland Business

Mortgage Adviser

kaspr address icon Birmingham, United Kingdom

December 2015 - December 2016

PSA Ltd

Financial Planning Manager

kaspr address icon United Kingdom

January 2021 - Present

Financial advise specialising in investment and pension portfolio managment. Portfolios from investment isa's to group money purchase pensions schemes. Advise on long term care funding and planning. Estate preservation and tax planning. All portfolios are risk rated to avoid unessassary client anxiety.

Compliance Officer

kaspr address icon Leicester, United Kingdom

July 2020 - December 2020

Paraplanner

kaspr address icon

July 2019 - June 2020

Eden Financial Consultants

Paraplanner

kaspr address icon Leicester, United Kingdom

July 2017 - July 2018

Royal Bank Of Scotland Business

Mortgage Adviser

kaspr address icon Birmingham, United Kingdom

December 2015 - December 2016

Contact information

Colin Reid Pfe Ccib

Financial Planning Manager

kaspr email icon

1 EMAIL(S)

c***@psafinancial.co.uk

kaspr phone icon

1 PHONE NUMBER(S)

+44 1***

View coworkers

Financial Planning Manager

PSA Ltd

Leicester, United Kingdom

c***@psafinancial.co.uk

+44 ***

Coworkers

FULL NAMESJOB DESCRIPTIONCOMPANYLOCATIONEMAILPHONE NO.
Colin Reid Pfe CcibFinancial Planning ManagerPSA LtdLeicester, United Kingdomc***@psafinancial.co.uk+44 ***
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