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