Experience

Octagon Financial Services

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Director

  • Jan 2012 - Present

  Along with my Expert Team at Octagon including Kristian Rodgers, David Peel and John Lomax, we offer a wide range of financial services. We are in a very fortunate position (I don’t mean to boast) as the majority of our work comes from client recommendations. So we feel justified in saying “we must be doing things right”. Having said that, we are always open and very much welcome, new conversations. Let us get things right for you. We can save you time, by taking away the headache of reading all the small print, comparing rates and unscrambling all the technicalities. We’ll provide you with simply explained financial solutions within your budget, 100% focussed on where you are now, helping you to get to where you want to be. We have the pleasure of working with both individuals and business owners. Please send over a DM or give us a call on 01777 710 921 to arrange your free, no obligation consultation. Here are a range of our services: * Retirement Planning * Private, Company and Group Pensions * Automatic Enrolment/Workplace Pensions * Personal and Business Protection * Investments and Savings * Alternatives to Cash ISAs * Residential and buy-to-let Mortgages * Equity Release * Inheritance Tax Planning * Wills and Trusts * Estate Planning * Critical Illness Cover * Lasting Power of Attorney Octagon Financial Services Ltd is authorised and regulated by the Financial Conduct Authority (FCA). Our expert team of professional advisers hold the most up-to-date qualifications from the Chartered Insurance Institute (CII) and The London Institute of Banking and Finance (LIBF) Show less



Co-operative Insurance Limited

• 1 - 100 Employee

• Area Manager

  • Aug 2005 - Oct 2011

  Provide leadership to a team of Financial Advisers ,driving sales results through the team, providing motivation and creating an excellent working environment. Coaching and developing all members of the team, recruiting successfully when required, effectively managing performance (including disciplinary and grievance procedures), running effective team meetings and working closely with the business to ensure business growth was sustained and developed. Managing all team's regulatory and T&C requirements. • Achieved and won numerous incentives • Won 2010 Field Sales Exception Performance Award finishing 1st in the Midlands Region and 4th in the country via ranking % growth Show less

• District Manager

  • Jun 2003 - Jun 2005

  Responsible for managing a very busy sales office made up of 41 financial advisers, 5 sales managers, 7 office staff and 2 auditors. The development of all sales and administrative staff. Regular reviews with staff on both performance and risk management to include key performance indicators interviews. Recruitment of new staff. Regular meetings with Regional manager and above. • Took district office from the bottom of the country 106th to top 25.• On closure of district office successfully applied for new role as Area Manager under the new structure Show less

• District Manager

  • Jan 2002 - Jun 2003

  Responsible for managing a very busy sales office. The development of all sales and administrative staff. Regular reviews with staff on both performance and risk managemnet to include key performance indicator interviews. Regular meetings with regional manager and above.• Achieved recognition by winning right to attain based on performance annual dinner event in Prague• Attained quarter 3’s top district manager’s award in the country• Promoted to large office as District Manager to Retford Show less

• Sales Manager

  • Apr 1997 - Dec 2001

  Responsible for managing a sales team of between 7-10 financial advisers to include driving results of the team, coaching and developing the team, recruitment of new advisers when required and creating a good working environment to maximise performance.• Achieved recognition through sales performance by winning event trips to Copenhagen and Munich• Promoted to District Manager in January 2002 at the Nottingham branch.

• Financial Adviser

  • Oct 1989 - Apr 1997

  Responsible for promoting company products to include; Life Protection, Pension/Retirement Planning, Investments and In House Mortgage Products along with General Insurance. Maintaining and servicing a client database in a remote rural area containing approximately 3,000 clients.• Various incentives won through sales performance such as football and golf events• Part of the Retford branches winning of the societies annual merit award for sales performance• Promoted to sales Manager in April 1997 Show less