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Jason Mountford - Personal Injury Financial Planning and transfering skills from Australia to the UK
“In Australia, I was an experienced Financial planner holding the equivalent of chartered status. However, when I moved to the UK that equated to 30 CII credits! I quickly realised I had to leave my ego at the door, retake my exams and adapt to the UK market.”
And that’s exactly what Jason did, spending several years in a client relationship manager role, retraining and passing exams, and eventually securing a role with Irwin Mitchel as a personal injury financial planner.
I’ve always enjoyed representing financial planners in the clinical negligence and personal injury space and Jason shares…
The skinny
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