Graeme MacKay
Independent Financial Advisor at Foxgrove Associates Limited- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Certificate in Mortgage Advice and Practice
Institute of Financial ServicesJun, 2014- Nov, 2024 -
Certificate In Long Term Care
Chartered Insurance Institute -
Certificate for Financial Advisers
Institute of Financial Services -
Diploma in Invesment Planning, QCF Level 5
Chartered Institute of Bankers in Scotland
Experience
-
Foxgrove Associates Limited
-
United Kingdom
-
Financial Services
-
1 - 100 Employee
-
Independent Financial Advisor
-
May 2011 - Present
Based in both Bromley and Sevenoaks, Foxgrove Associates are a firm of Independent Financial Advisers and because we are Independent it means we work for our clients’ interests, not for those of a bank, building society or insurance company. We provide advice and planning services for people who want to make the most of their finances. I provide a face to face financial planning service by working with my clients to help secure their financial future. I will develop lifelong… Show more Based in both Bromley and Sevenoaks, Foxgrove Associates are a firm of Independent Financial Advisers and because we are Independent it means we work for our clients’ interests, not for those of a bank, building society or insurance company. We provide advice and planning services for people who want to make the most of their finances. I provide a face to face financial planning service by working with my clients to help secure their financial future. I will develop lifelong relationships with my clients, and provide regular face to face financial reviews to help them secure the financial future that they desire. During my career in financial services I have built up a very loyal client base and I regularly obtain referrals from their friends and family because of the service I have delivered. Show less Based in both Bromley and Sevenoaks, Foxgrove Associates are a firm of Independent Financial Advisers and because we are Independent it means we work for our clients’ interests, not for those of a bank, building society or insurance company. We provide advice and planning services for people who want to make the most of their finances. I provide a face to face financial planning service by working with my clients to help secure their financial future. I will develop lifelong… Show more Based in both Bromley and Sevenoaks, Foxgrove Associates are a firm of Independent Financial Advisers and because we are Independent it means we work for our clients’ interests, not for those of a bank, building society or insurance company. We provide advice and planning services for people who want to make the most of their finances. I provide a face to face financial planning service by working with my clients to help secure their financial future. I will develop lifelong relationships with my clients, and provide regular face to face financial reviews to help them secure the financial future that they desire. During my career in financial services I have built up a very loyal client base and I regularly obtain referrals from their friends and family because of the service I have delivered. Show less
-
-
-
Barclays
-
United Kingdom
-
Financial Services
-
700 & Above Employee
-
Senior Financial Planning Manager
-
Jun 2003 - May 2011
Providing financial planning advice for high net worth and personal clients. Specialising in Investment Planning, Pension and Retirement Planning, Personal Protection and Inheritance Tax Planning. Provide clients with holistic financial planning advice on a range of services and products to benefit both client and bank. Interview clients to establish their financial situation and needs, and to advise on optimum product package to meet those needs. Manage relationships with line… Show more Providing financial planning advice for high net worth and personal clients. Specialising in Investment Planning, Pension and Retirement Planning, Personal Protection and Inheritance Tax Planning. Provide clients with holistic financial planning advice on a range of services and products to benefit both client and bank. Interview clients to establish their financial situation and needs, and to advise on optimum product package to meet those needs. Manage relationships with line managers and branch based colleague to deliver and exceed team and individual targets. Ensure delivery of an exceptional client experience to ensure a high level of client satisfaction. Develop and manage effective on going relationships with clients.
-
-
Branch Manager
-
Oct 1989 - Jun 2003
All aspects of management to maximise sales, margins and customer satisfaction.Business planning and budget control; improve business in line with company targets. Customer service and customer standards. Ensure customer receives a memorable service in an excellent atmosphere. Recruit, train/develop, motivate, appraise and manage team of 10 – 15. Local marketing. Take initiative in promoting the company in the local community. Comply with company policies and procedures and all legal… Show more All aspects of management to maximise sales, margins and customer satisfaction.Business planning and budget control; improve business in line with company targets. Customer service and customer standards. Ensure customer receives a memorable service in an excellent atmosphere. Recruit, train/develop, motivate, appraise and manage team of 10 – 15. Local marketing. Take initiative in promoting the company in the local community. Comply with company policies and procedures and all legal requirements.
-
-
Education
-
2010 - 2011
Chartered Institute Of Bankers In Scotland
Diploma in Investment Planning, Diploma in Investment Planning -
1983 - 1989
Ramsden School For Boys
Community
