Lucas Jones
A highly experienced financial services contractor and Chartered Financial Planner. G60 and AF3 qualified with circa 5 years’... | Pareto Financial Planning, Derbyshire, United Kingdom
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Lucas Jones’s Emails lu****@pa****.co
Lucas Jones’s Phone Numbers No phone number available.
Social Media
Lucas Jones’s Location Pareto Financial Planning, Derbyshire, United Kingdom
Lucas Jones’s Expertise A highly experienced financial services contractor and Chartered Financial Planner. G60 and AF3 qualified with circa 5 years’ experience as a CF30 pension specialist advisor. Excellent technical knowledge and analytical skills and proven ability to work effectively within large and small organisations.
Lucas Jones’s Current Industry Pareto Financial Planning
Lucas
Jones’s Prior Industry
Sesame
|
Royal London
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Honister Capital
|
Sage Financial Services
|
Equilibrium
|
Reed
|
Freedom Financial Planning
|
Mercury Bay Consultants
|
Tenet
|
Pareto Tax And Wealth
|
Pareto Financial Planning
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Work Experience
Pareto Financial Planning
Technical Services Manager
Wed Jun 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Pareto Financial Planning
Technical & Project Support Manage
Tue Jun 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jun 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Pareto Tax And Wealth
Senior Paraplanner
Sun Sep 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Pareto Financial Planning
Senior Paraplanner
Sun Sep 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Tenet
Pension Transfer Specialist
Sat Sep 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jul 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Mercury Bay Consultants
Pensions And Investment File Reviewer
Wed Jun 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Sep 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Freedom Financial Planning
Senior Technical Planner
Mon Jun 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun May 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Reed
Adviser Review Manager
Sat Nov 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jun 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Equilibrium
Client Manager
Sun Apr 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Sep 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Honister Capital
Pension Specialist
Fri Feb 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Apr 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
Sage Financial Services
Pension Technical Consultant
Fri Feb 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Royal London
Customer Relations Consultant
Thu Jan 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Sep 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)
Sesame
Pension Review Officer
Tue May 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Dec 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Lucas Jones Email Addresses
FAQ About Lucas Jones
-
Lucas Jones is located at
Pareto Financial Planning, Derbyshire, United Kingdom -
Lucas Jones is a
A highly experienced financial services contractor and Chartered Financial Planner. G60 and AF3 qualified with circa 5 years’ experience as a CF30 pension specialist advisor. Excellent technical knowledge and analytical skills and proven ability to work effectively within large and small organisations. Pareto Financial Planning -
Lucas Jones currently works in the
Pareto Financial Planning -
Lucas Jones specializes in
A highly experienced financial services contractor and Chartered Financial Planner. G60 and AF3 qualified with circa 5 years’ experience as a CF30 pension specialist advisor. Excellent technical knowledge and analytical skills and proven ability to work effectively within large and small organisations. -
Lucas Jones speaks the following languages:
No languages available. -
Lucas Jones has prior experience in the following industries:
Pareto Financial Planning , Tenet , Mercury Bay Consultants , Freedom Financial Planning , Reed , Equilibrium , Honister Capital , Sage Financial Services , Royal London , Sesame -
Lucas Jones has the following professional experience:
Pareto Financial Planning , Pareto Financial Planning , Pareto Tax And Wealth , Pareto Financial Planning , Tenet , Mercury Bay Consultants , Freedom Financial Planning , Reed , Equilibrium , Honister Capital , Sage Financial Services , Royal London , Sesame . -
You can view Lucas Jones’s
LinkedIn profile at LinkedIn URL. -
Lucas Jones’s work email addresses are
[email protected] . -
Lucas Jones works at
Pareto Financial Planning
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