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Susan Leverton

Susan Leverton of Capital Planning Partners Ltd is based in Alton. Susan has up to 8 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
Appointed representative dealing with clients for which they require qualification
CF30 Customer
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD7 - Personal recommendation on long-term care insurance

Previous Employment:
MJK Financial Planning Limited14/03/2017 to 20/09/2017
Susie Leverton10/06/2016 to 14/03/2017
My Pension Expert