Experience

Collegia

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Head Of Sales

  • Aug 2021 - Present

  Collegia stands for a new way to do pensions, built on cooperation, efficiency and transparency. We are always straightforward. Individuals have a jargon-free retirement planning tool together their pension. Employers and advisors can consult real-time reports regarding their contributions, opt outs and re-enrolments. We are available 24/7 and can be securely reached from anywhere in the world – depending on the internet connection. - a fully digital and hassle-free pension that reduces bureaucracy and costs for employers - a jargon free personal pension that allows individuals to take control of their retirement Show less



Rangewell

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Partnership Director at Rangewell

  • Jul 2019 - Aug 2021

  Rangewell are the UK's most trusted business finance provider, working with professional advisors, IFAs, accountants and directly with businesses to provide all types of business finance. Working with over 300 lenders and backed up by our unique online tool, Rangewell are unique in being whole of market, independent and in-person - supporting our clients from initial enquiry all the way through to drawdown. Rangewell are the UK's most trusted business finance provider, working with professional advisors, IFAs, accountants and directly with businesses to provide all types of business finance. Working with over 300 lenders and backed up by our unique online tool, Rangewell are unique in being whole of market, independent and in-person - supporting our clients from initial enquiry all the way through to drawdown.



Smart Pension

• United Kingdom
• Financial Services
• 400 - 500 Employee

• Business Development Manager

  • May 2017 - Jul 2019

  Former Corporate IFA specialising in Employee Benefits, having worked for several top ten providers including Royal London and Aviva . Key features include: • Legal & General partnered with an invested in Smart Pension • Automated assessment, calculations and communications • UK's fastest, easiest, most efficient sign-up process • Free online tools for advisers, employers and employees • API integration with payroll software allows 1 click submission Former Corporate IFA specialising in Employee Benefits, having worked for several top ten providers including Royal London and Aviva . Key features include: • Legal & General partnered with an invested in Smart Pension • Automated assessment, calculations and communications • UK's fastest, easiest, most efficient sign-up process • Free online tools for advisers, employers and employees • API integration with payroll software allows 1 click submission



Corinthian Group of Companies - Beaufort Consulting

• Employee Benefit Consultant

  • Nov 2016 - Apr 2017

  Working closely with business owners to ensure their pension and benefits offerings are right for them and their staff, at the right price. Joint ventures with IFA's and accountants to help them provide a full range of services to their clients, including auto enrolment, specialist DB de-risking services. Backed by a great team of highly experienced professionals where pragmatic solutions are key to the client experience. Working closely with business owners to ensure their pension and benefits offerings are right for them and their staff, at the right price. Joint ventures with IFA's and accountants to help them provide a full range of services to their clients, including auto enrolment, specialist DB de-risking services. Backed by a great team of highly experienced professionals where pragmatic solutions are key to the client experience.



Creative Auto Enrolment

• United Kingdom
• Financial Services

• Auto Enrolment Consultant

  • Feb 2014 - Feb 2016

  Working with IFA's, Accountants, Payroll Providers etc to ensure clients are compliant with AE legislation in the most cost effective way. Working with IFA's, Accountants, Payroll Providers etc to ensure clients are compliant with AE legislation in the most cost effective way.



Chase de Vere

• United Kingdom
• Financial Services
• 400 - 500 Employee

• Corporate IFA

  • Mar 1995 - Aug 2009

  Servicing existing clients and generating new fee income in the Business to Business market Servicing existing clients and generating new fee income in the Business to Business market