Experience

Hallcroft Finance

• United Kingdom
• Real Estate
• 1 - 100 Employee

• Director

  • Jan 2023 - Present

  Mortgage & Protection Adviser, with a passion for delivering a great customer experience.I specialise in the below and would be more than happy to chat through any enquiries;- Residential Mortgages- Investment Property Mortgages- Personal Protection- Home Insurance- Business Protection Mortgage & Protection Adviser, with a passion for delivering a great customer experience.I specialise in the below and would be more than happy to chat through any enquiries;- Residential Mortgages- Investment Property Mortgages- Personal Protection- Home Insurance- Business Protection



TUDOR FINANCIAL CONSULTANTS & TUDOR SALES & LETTINGS

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Mortgage & Protection Adviser

  • Nov 2019 - Jan 2023



Handelsbanken UK

• Individual Banking Manager

  • Nov 2015 - Nov 2019

  As an Individual Banking Manager I worked with Customers to meet their personal financial requirements and goals. At Handelsbanken, the offering was specialised, providing bespoke banking services to customers looking for a long term relationship with their bank. Customers only ever dealt with people they knew by name and decisions are made by. Our focus was always on delivering an exceptional customer service. As an Individual Banking Manager I worked with Customers to meet their personal financial requirements and goals. At Handelsbanken, the offering was specialised, providing bespoke banking services to customers looking for a long term relationship with their bank. Customers only ever dealt with people they knew by name and decisions are made by. Our focus was always on delivering an exceptional customer service.



United Churches Healing Ministry

• United Kingdom
• Health, Wellness & Fitness
• 1 - 100 Employee

• Trustee

  • Apr 2015 - Sep 2019

  UCHM, charity based in Huddersfield operating since 1992 providing services such as; Counselling, professional and affordable counselling to anyone aged 16 or over. Costs are covered by way of donation that is affordable to the individual.Training, ACC recognised counsellor training courses to Diploma level as well as provision of CPD courses. UCHM, charity based in Huddersfield operating since 1992 providing services such as; Counselling, professional and affordable counselling to anyone aged 16 or over. Costs are covered by way of donation that is affordable to the individual.Training, ACC recognised counsellor training courses to Diploma level as well as provision of CPD courses.



Yorkshire Bank

• United Kingdom
• Banking
• 300 - 400 Employee

• Private Relationship Manager

  • Oct 2012 - Nov 2015

  Yorkshire Bank Private Banking - Service based offering.Working with clients to assist with banking needs and personal goals, providing a relationship, giving local access to a world of banking services, all under one roof.Working with a wider team of specialists, I was also able to connect customers to services that met their financial aims.

• Small Business Relationship Manager

  • Aug 2011 - Oct 2012

  Offering traditional, personal service as Relationship Manager to customers who require funding up to two hundred and fifty thousand pounds.Providing real proactive relationship based on trust and understanding.Offering a full range of products and services to help you manage and grow your business, a range of finance specialists who can help you and your business to achieve your goals.



Clydesdale Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Partner, Business Banking

  • Dec 2008 - Aug 2011

  Offering traditional, personal service as Business Partner to Members who require funding to assist their development and sustainability.Providing real proactive relationship based on trust and understanding.With a full range of products and services to help you manage and grow your business, a range of finance specialists who can help you and your business to achieve your goals. Managing a wide range of business connections based in and around London,

• Associate, Business Banking

  • Feb 2007 - Dec 2008

  Working in a support role, assisting Business Partner in managing a Portfolio of business connections, from day to day enquiries to the preparation of credit applications.In addition to this, I was the first point of contact for Members (customers) with any general enquiries around their banking requirements.

• Branch Manager

  • Jan 2006 - Feb 2007

  Managing the Branch, Customers and Staff at the Yorkshire Bank in the town centre of Enfield, Middlesex.Involved in the day to day decisions from managing irregular accounts to personal lending decisions ensuring that customers received the best possible service and products that reflected their needs.In addition to this there was the management of Staff - This involved managing holidays, budgets and targets for the branch from a sales perspective.

• Banking Advisor

  • Oct 2004 - Jan 2006

  Primarily a sales role, ensuring that the Customers needs were met with the right product. Personal Loans and transactional banking accounts, both Current and Savings were the main products along with relevant introductions to wealth, business and mortgage specialists.

• Banking Advisor

  • Sep 2003 - Oct 2004

  Primarily a sales role, ensuring that the Customers needs were met with the right product. Personal Loans and transactional banking accounts, both Current and Savings were the main products along with relevant introductions to wealth, business and mortgage specialists.

• Customer Service Officer

  • Jan 2001 - Sep 2003

  Operating as Cashier in the town centre Branches of Barnsley, South Yorkshire.First point of call for face to face contact with Customers, dealing with enquiries and transactions ensuring the Customers were advised of any relevant products that may benefit them.