Robin Williams
Director at Mapus Financial Planning Ltd
Based in King's Lynn, United Kingdom
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Seniority
Director
Department
General Business & Management
Location
King's Lynn
Industry
Financial Services
Company size
3
Contact information
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r•••••••@mapusfp.co.uk
Phone
5 credits+44 ••• •••• ••••
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Background
About Robin Williams
Robin started his financial services career in 1989 and has been advising since 1994. He has attained Chartered Insurance Institute (CII) Fellowship status and holds the CII Advanced Diploma in Financial Planning, including the specialist technical pensions qualification AF3. He is also a member of the Chartered Institute for Securities & Investment (CISI) having achieved the level 6 Certificate in Private Client Investment Advice & Management. As an Independent Financial Adviser, Robin works closely with several local accountants and solicitors as well as his clients, advising on Trusts, LPAs and Deputyships, Pensions/Retirement Planning, Inheritance Tax Planning and Investments. Pension planning (AF3) Investment planning (AF4) Financial planning process (AF5) Investment and risk (CF2) Mortgage advice (CF6) Long term care insurance (CF8) Equity release (ER1) Financial Planning Certificate 1994 (FP1-3) Personal tax (J01) Discretionary investment management (J10) Financial services, regulation & ethics (R01) Investment principles & risk (R02) Pensions & retirement planning (R04) Financial protection (R05) Financial planning practice (R06) Advanced mortgage advice (R07) Pension update (R08) CISI Certificate in Private Client Investment Advice & Management* CBI Professional Banker Certificate, Introduction to Business Banking & Banking Operations
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