Clearway Financial Solutions
Finance · United Kingdom · 1-10 Employees
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Overview
Headquarters
9a Barton Rd, Manchester, Lancashire, M2...Phone Number
+44 1618045090Website
www.clearway-fs.co.ukRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Clearway Financial Solutions
Trudi is a Chartered Financial Planner and a member of the Chartered Insurance Institute and Personal Finance Society. She has been working in the Financial Services Industry for 20+ years, since graduating from Liverpool University with a BA in Economics. Shes currently qualified to Advanced Diploma Level 6 and has achieved the prestigious 'Chartered Status' - the Gold Standard among Financial Advisers. Her advanced exams include Investment Planning, Financial Planning Process, Taxation & Trust Planning and Advanced Pensions (including Pension Transfers). She started her career in finance, via the graduate intake with Lloyds TSB and progressed to Branch Manager within 2 years. Looking for new challenges in the High Net Worth market she left to join Natwest/RBS as an Independent Financial Planning Manager and later was promoted to Field Operations Manager. Since her bank days Trudi has been working with her husband, Mike, to grow Clearway Financial Solutions. Having two young children,Read more
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Revenue
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Founded In
Clearway Financial Soluti...
<$5M
1-10
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2008
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Company Profile Activity
Activity Insights
Clearway Financial Solutions is experiencing very low activity levels compared to other companies in the Finance sector.
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Clearway Financial Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Clearway Financial Solutions.
Clearway Financial Solutions Tech Stack
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Trudi is a Chartered Financial Planner and a member of the Chartered Insurance Institute and Personal Finance Society. She has been working in the Financial Services Industry for 20+ years, since graduating from Liverpool University with a BA in Economics. Shes currently qualified to Advanced Diploma Level 6 and has achieved the prestigious 'Charte... Read More
