Wealth Matters, Financial Planners, IFA Luton, Bedfordshire, Harpenden, Hertfordshire
10 September 2010
 
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Dawn Ashworth

Dawn Ashworth

 

Personal Details


Born in Yeovil, but I have lived in Milton Keynes since 1998.


Qualifications


Education


April 2009 – (CF2) Investment and Risk

February 2009 – (CF3) Financial Protection

September 2008 – (CF4) Retirement Planning

September 2007 – (CF1) UK Financial Services, Regulation and Ethics

June 2004 – A-Levels in Design Technology, Human Biology and Mathematics


Previous Experience


Wealth Matters was my first experience in the Financial Services Industry, when I joined as an Office Administrator in November 2006. Since then I have started training to become a Paraplanner, taking the CF1 exam in September 2007 and studying to take other exams.


Interests


Computers, drawing Anime, reading and swimming.

 

....because Wealth Matters


The Financial Services Authority does not regulate Will writing, school fees planning, taxation and trust advice, and some aspects of buy to let mortgages, overseas mortgages and commercial mortgages.

 
 

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Organisations we are members of


Our Partners and Affiliates

 Institute of Financial Planning  The Chartered Insurance Institute  The Personal Finance Society
 Entier Associates  PCG Affiliate  Crunch  Freelance Adviser  Contracting Made Easy

Wealth Matters Ltd is authorised and regulated by the Financial Services Authority
 We are entered on the FSA Register No 300635 at
www.fsa.gov.uk/register
Registered in England No. 3862593

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