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Natasha O’Neill APFS, CertPFS (DM), CertCII (FS & MP)

Head Paraplanner 

Natasha entered the industry in 2007 and has worked at large corporate companies and small boutique firms. She has taken on a variety of different roles from Private Medical Insurance Consultant, Protection Adviser and led meetings with new and existing clients.  In her roles, she has been a key part in updating and developing business processes, including training new employees and helping with business expansions and developments. 

 

Natasha currently helps run The Foundation Financial Planners Hants & Dorset group and is on the committee as the Education Officer. This group helps connect, develop and enhance experiences for professionals new to the financial services industry.

 

Natasha is originally from London and lives in Bournemouth.  She enjoys watching and playing all types of sport, especially netball and boxing! ​

 

She is a member of the Personal Finance Society (PFS) and holds the below qualifications.

 

Advanced Diploma in Financial Planning

Diploma in Regulated Financial Planning

Diploma in Financial Planning

Certificate in Discretionary Investment Management

Award in Pensions Update

Certificate in Financial Services (General Route)

Certificate in Mortgage Advice

Certificate in Equity Release

CF6 - Mortgage Advice

R01 - Financial services, regulation & ethics

R02 - Investment Principles and Risk

R03 - Personal Taxation

R04 - Pensions and Retirement Planning

R05 - Financial Protection

R06 - Financial Planning Practice

 

J10 – Discretionary Investment Management 

RO8- Pensions Update

LP2 - Financial services products and solutions

ER1 - Equity Release

 

AF1 – Personal Tax and Trust Planning

AF2 -  Business Financial Planning

AF4 – Investment Planning

AF5 - Financial Planning Process