Financial Planner

• Jan 2021 - Present

Director

• Jan 2021 - Present

Partner

• Jan 2019 - Dec 2020

At Prudential Financial Planning my sole aim was to provide my clients with bespoke, tailored & truly holistic financial advice to help them achieve their long term retirement, investment & protection goals. In addition to this, I specifically specialised in Prudential's Investment Proposition & the following areas for our clients: - Pre and Post Retirement Solutions (Personal Pensions, Final Salary Pension Transfers, Flexi-Access Drawdown) - Personal Investment (ISAs, UTs, OEICs, Onshore & Offshore Bonds) - Personal Protection (Life & Critical Illness Cover) - Wealth Structuring & IHT Mitigation

Financial Advisor

• Jan 2019 - Dec 2020

Account Manager

• Jan 2016 - Jan 2019

Delivering year on year, record breaking growth since starting the account management role with Prudential in 2016.Responsible for servicing around 50 financial firms advisory within the North of England.The ability to establish, develop and maintain first class relationships with financial advisory firms was absolutely fundamental within the role.A key approach underpinning the role as account manager was the delivery of top quality customer service to the advisory community in relation to sales, technical, servicing & business development support in helping them to achieve their client’s retirement and investment objectives.Specialise in:- Pre and post retirement solutions- Wealth Structuring & IHT Mitigation - Corporate Investment - Personal Investment (ISAs, UTs, OEICs, Bonds)

Sales Support Executive

• Jul 2014 - Jan 2016

The Power of 3 from Prudential - Regional Sales Unit for the South of England.Regional Account Manager, Telephone Account Manager &Sales Support Executive. - Bespoke point of contact who was able to assist with sales enquiries along with the Regional Account Manager /Telephone Account Manager- Building & maintaining relationships- Specialist in Prudential’s proposition – sales & support with extensive knowledge of the investment proposition as part of the Telephone Account manager fast track programme.- Tailored service to ensure that you are provided with regular updates on New Business.- Provide regular updates in relation to Prudential hosted seminars, training days and WebEx meetings.