Experience

• 

  UK Alternative Energy Ltd

  • Solar Energy Consultant

    • Apr 2024 - Present

• 

  Honey Legal

  • Estate Planning Consultant

    • Apr 2023 - Apr 2024

• 

  Simpler Law

  • Lincoln, England, United Kingdom

  • Senior trust and estate planning consultant

    • Feb 2022 - May 2023
    • Lincoln, England, United Kingdom

    • Client consultation to understand needs around estate and end of life planning • Bespoke product build to provide secure planning solutions for client• Sales funnel management, responsible for booking and completing own appointments• Effective communication with office to support plan production

• 

  Halo Consulting

  • Protection Specialist

    • Sep 2022 - Jan 2023

• 

  AVH International

  • Business Owner

    • Jan 2009 - Feb 2022

    • Full responsibility for business profit and loss accountability and reporting• Control of budgeting for forthcoming year and businesses 3–5-year plan• Recruitment, training and coaching of team• Setting and delivery of business sales strategy and targets• Marketing lead, specifically focused on use of social media marketing

• 

  Nationwide Building Society

  • Lincoln, England, United Kingdom

  • Mortgage Advisor/Financial Advisor

    • Jun 2006 - Jan 2009
    • Lincoln, England, United Kingdom

    • Fulfilled role of senior financial consultant for two years with Nationwide• Financial service sales, regulation and compliance management: Savings/pensions/investments & Protection • Responsibility of training peers on sales strategy and lead creation• Management of data in lines with DPA legislation • Supporting of clients on how to best select the right products for their own individual needs