Craig Allmond

Head Of Technical Planning at True Potential

Craig Allmond has a diverse work experience in various roles and industries. Craig started their career at AkzoNobel in 2014 as a Business Analyst, where they played a crucial role in standardizing financial activities within the Purchase to Pay unit. Craig analyzed and documented existing processes, developed standard operating procedures, and facilitated international integration of best practices.

In 2015, Craig joined EY as a Financial Services Associate. Craig'sresponsibilities included conducting past business reviews of investment advice provided by a large UK retail bank's financial advisers to retail clients. Craig assessed the suitability of investment products and built a deep understanding of the marketplace and investment technicalities.

Since 2016, Craig has been working at True Potential LLP. Craig initially served as a Compliance Consultant, where they provided expertise in compliance matters. Craig then transitioned to the role of Financial Adviser - Pension Transfer Specialist, specializing in pension transfers. Currently, Craig holds the position of Head of Technical Planning at True Potential LLP.

Overall, Craig Allmond has demonstrated strong analytical and technical skills throughout their career, contributing to process improvement, compliance, and financial advising.

Craig Allmond completed their education from 2006 to 2014. Craig attended Ponteland Community High School during this time, although the degree name and field of study are not specified. From 2011 to 2014, they pursued a Bachelor of Arts (BA) degree in Business with Finance from Northumbria University. Additionally, Craig Allmond has obtained additional certifications, including a Certificate in Pension Transfers Advice and a Diploma in Regulated Financial Planning, both from the Chartered Insurance Institute. The specific months and years of obtaining these certifications are not provided.

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Previous companies

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Timeline

  • Head Of Technical Planning

    December, 2022 - present

  • Financial Adviser Pension Transfer Specialist

    November, 2017

  • Compliance Consultant

    July, 2016