Semi Professional Footballer

• Jul 2017 - Present

Director & Paraplanner

• Oct 2019 - Present

Mortgage Specialist

• Aug 2016 - Oct 2019

I am a developing young professional, part of a Practice who focuses on providing personalised solutions to clients; meeting their long and short term financial goals and objectives. Since joining St. James’s Place, arranging mortgages and providing mortgage advice has become a particular area of expertise. I offer a comprehensive range of mortgages from across the market; which UK mortgage lenders currently make available to mortgage intermediaries and allow them access to their product ranges. I am also able to source and recommend both Buy to Let and Residential mortgage products, either for a new property purchase or for a re-mortgage exercise, tailored specifically to an individual’s needs and circumstances; therefore allowing the individual(s) to benefit from the most competitive products available to them on the market.In addition, I am able to provide information, answer questions or handle enquiries on any of the government schemes; for example: either of the Help to Buy schemes introduced, the Right to Buy scheme and the Shared Ownership scheme.Your home or property may be repossessed if you do not keep up with repayments on your mortgage.

Paraplanner

• Feb 2015 - Aug 2016

o Working closely with the top producing advisers within the business.o Prepping client files, analysing funds and performance of client’s existing investmentso Producing clear, concise Suitability Reports, including pension and investment replacementso Producing investment strategies for clients; Investments, Pensions, Protection and IHT related.o Developing a one page A4 financial snapshot to aid the adviser’s meetingso Attending client meetings with the advisero Handling sensitive and confidential client datao Submitting all businesso Maintaining client management system

Semi Professional Footballer

• Jul 2014 - Jun 2017

Semi Professional Footballer

• Jul 2011 - Jul 2014

Professional Football Player

• Jun 2005 - Jul 2011