Summit Financial Planning LTD
Bristol, BS32 4TU
Training: Comprehensive RLP® more info
Master of Life Planning
RLP® actively participating in Life Planning Mastery program
Completed entire Registered Life Planner® (RLP®) curriculum
Completed 7 Stages and EVOKE® practical training
Completed introductory 7 Stages Life Planning Workshop
Completed Life Planning Presentation Training
Retirement planning, investments, tax planning and estate planning.
Clients close to or in retirement.
Registered Life Planner Chartered Wealth Manager Certified Financial Planner
RLP ® Since
Industry Start Date