Experience

Pension Works

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Independent Financial Advisor

  • May 2018 - Present



NatWest

• Cheshire, UK

• File Review Manager (Risk and Remediation)

  • Jan 2016 - May 2018

  Reviewing historic advice in order to assess and ensure that it matches current FCA legislation Reviewing historic advice in order to assess and ensure that it matches current FCA legislation



Nat West

• Paraplanner

  • Jul 2012 - Dec 2015

  Working as a Paraplanner servicing 7 financial advisers producing all pre and post sales documentation, conducting research on the suitability of products and funds recommended and acting as a further line of risk management to ensure that all advice provided was compliant with legislation at the time.

• Financial Adviser

  • Apr 2010 - Jul 2012

  Tied adviser for Nat West Financial Services



Barclays Financial Planning

• Wilmslow, Cheshire, United Kingdom

• Multi tied Financial Adviser

  • Jan 2006 - Apr 2010

  Financial Adviser offering advice from selected panel of multiple providers Financial Adviser offering advice from selected panel of multiple providers



Skipton Building Society

• United Kingdom
• Financial Services
• 700 & Above Employee

• Whole of Market Financial Adviser

  • May 2006 - Jan 2009

  Whole of Market financial advice Whole of Market financial advice



Cooperative Bank Financial Advisers

• Stoke-on-Trent, United Kingdom

• Independent Financial Advisor

  • Apr 2004 - May 2006

  Independent Financial Advice Independent Financial Advice



Royal Bank of Scotland

• Greater Manchester

• Financial Adviser

  • Jan 2000 - Apr 2004

  Tied adviser Tied adviser