Jeff White | Team | Alexander Peter Wealth Management

Jeff White

Adviser

Originally qualified under the Chartered Institute of Banking, Jeff has attained the CISI Level 4 in Investment Advice.

Qualifications

CISI - Financial Planning & Advice

CISI - Investment, Risk and Taxation

CISI - Paraplanning

CISI - Investment Advice

Schedule time with me

Originally qualified under the Chartered Institute of Banking, Jeff has attained the CISI, the Chartered Institute for Securities & Investments Level 4 in Investment Advice (Financial Planning & Advice).

Jeff started his career in financial services over 20 years ago working in Bank assurance in the City of London with Santander, Barclays Bank and in Northern Ireland, Danske Bank.

Qualified under the Chartered Institute of Banking, Jeff is now upskilling his qualifications through the CISI, the Chartered Institute for Securities & Investments.