Kyle Bishop Dippfs

Independent Financial Adviser at Elevation Wealth Management

Kyle Bishop DipPFS currently serves as Associate Director at CEDAR WEALTH PLANNING LIMITED since October 2023, and has been an Independent Financial Adviser at Elevation Wealth Management since January 2020. Prior to these roles, Kyle held the position of Account Executive/Paraplanner at Elevation Investment Management Ltd from March 2014 to January 2020. Kyle achieved a Level 4 Diploma in Financial Planning in July 2018 and completed examinations in key areas of financial services, including Financial Services Regulations, Financial Protection, Investment Principles, Personal Taxation, Pension and Retirement Planning, and Financial Planning Practice. Additionally, Kyle has experience as a Client Services Executive and completed a Level 2 NVQ in business administration within the financial industry. Education includes attendance at Coleshill School from 2008 to 2013.

Links


Org chart


Teams

This person is not in any teams