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anthony madgwick

anthony madgwick

Trainee Financial Planner/Career changer

Accounting / Finance

Redhill, Reigate and Banstead District, Surrey

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About anthony madgwick:

I’ve achieved much during an almost 30-year career in economic analysis and public financial management. However, I haven’t yet harnessed my life-long interest in personal finance and so at the mid-life juncture, I’m changing career to become a financial planner. I’ve recently completed the CII Diploma in Regulated Financial Planning (awaiting the RO 6 result having passed the other five ROs). I am very keen to start climbing the steep learning curve buoyed by my boundless reserves of energy and enthusiasm.

Experience

I have almost 30 years of work experience: over 24 years working in large public sector organisations focusing on economic and financial management; and five years analysing tax policies for pensions, savings & investments, property and charitable donations at HMRC.

Education

CII Regulated Financial Planning Diploma - remote. Completed all RO courses and exams, awaiting outcome of RO 6 exam.

I have a Masters degree in economics

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