Experience

Argentis

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Independent Financial Adviser

  • Dec 2020 - Present

  Argentis Financial Planning, part of the Harwood Wealth Management Group, provide independent financial planning and advice to clients across the UK. Having acquired Gallagher Wealth, I continue to provide ongoing advice to my existing portfolio of clients while retaining my relationship with Gallagher employee benefits and brokers for referrals in both personal and corporate financial planning. Argentis Financial Planning, part of the Harwood Wealth Management Group, provide independent financial planning and advice to clients across the UK. Having acquired Gallagher Wealth, I continue to provide ongoing advice to my existing portfolio of clients while retaining my relationship with Gallagher employee benefits and brokers for referrals in both personal and corporate financial planning.



Gallagher

• United States
• Insurance
• 700 & Above Employee

• Independent Wealth Adviser

  • Mar 2018 - Dec 2020

  As an Independent Wealth Adviser I help my clients build and protect their wealth by providing holistic financial planning. By building a relationship and understanding each clients current circumstances and future goals, I am able to provide a face to face analysis and review, and by researching the whole of the market I provide a tailored solution. Arthur J. Gallagher are a Independent National Chartered Financial Advice firm. Being part of such a strong business means I work with a team of experts who help me provide an excellent client experience in advising in the area's of investments, retirement planning, protection, tax and estate planning. We have close relationships with a number of discretionary fund managers so are able to build bespoke investment strategies to compliment clients existing wealth or personal preference. Show less



Chase de Vere

• United Kingdom
• Financial Services
• 400 - 500 Employee

• Independent Financial Adviser

  • Mar 2017 - Mar 2018

  As an adviser specialising in BMA Services I have expert knowledge in the NHS pension scheme and am able to provide advice around the Pension Lifetime Allowance and Annual Allowance tax charges. In addition to expert NHS pension planning I also help clients protect and build their wealth by advising on Own Occupation Income Protection Cover for Doctors & Surgeons With Guaranteed Premiums Inheritance Tax, Estate & Trust Planning, ISA's, Unit Trusts, OEIC's, Onshore & Offshore Bonds, Life Insurance & Critical Illness Cover For Doctors, Top Quartile Performing Investment Funds via Chase De Vere's Investment Committee, Personal Pensions, SIPP's, Income Drawdown, Annuities, Flexible Access Drawdown. Show less



Ryehill Wealth Management, Partner Pratice of St. James's Place Wealth Management

• Midlands, United Kingdom

• Wealth Consultant

  • Nov 2015 - Feb 2017

  St. James's Place Wealth Management is one of the UK's leading wealth management organisations. As a company we specialise in delivering quality, face to face wealth management advice committed to building trusted and enduring relationships with clients. The St. James's place proposition is further enhanced by its distinctive approach to investment management. I provide advice on all areas of wealth management including retirement planning, wealth protection, efficient tax and investment planning. Show less



PFPD Wealth Consultancy, Partner Practice of St. James's Place Wealth Management

• Nottingham, United Kingdom

• Wealth Consultant

  • Apr 2015 - Nov 2015

  St. James's Place Wealth Management is one of the UK's leading wealth management organisations. As a company we specialise in delivering quality, face to face wealth management advice committed to building trusted and enduring relationships with clients. The St. James's place proposition is further enhanced by its distinctive approach to investment management. I provide advice on all areas of wealth management including retirement planning, wealth protection, efficient tax and investment planning. Show less



Lloyds Banking Group

• United Kingdom
• Financial Services
• 700 & Above Employee

• Financial Consultant

  • Jun 2013 - Mar 2015

  Providing financial advice in the area of protection to personal customers, while identifying opportunites to meet other customer needs to provide referrals to retail banking and mortgage advisors. I work as part of a team commited to attaining the highest level of customer service satisfaction scores within the area. I also coach colleagues to increase confindence, knowledge and ability to identify customer needs, both on a one to one basis and while running daily branch meetings to discuss all advisors diaries to cross refer opportunies to each expert. Having starting in a branch that had no target for meeting customers protections needs, have built up the team to achieving 140% of target quarter to date on my first quarter in the role. Show less



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Financial Planning Manager

  • Aug 2000 - Sep 2012

  Providing holistic financial advice to both personal and business clients on investments, pensions and life assurance. During my time with HSBC I have worked in the mortgage market, personal market advising all bank customers including the high wealth premier clients, spent some time working in the commercial market advising medium size business aswell as the small business market. Having worked in medium and larger branches, I spent time training my lead providers and work together to help provide a great customer experience. Having been a top performer, I put my success down to being able to communicate and build relationships with both lead providers and my clients, to deliver excellent customer service. As I became one of the most experienced advisers in the area, I regularly spent time training and developing advisers, and offering help and support over the phone on cases they were dealing with. While working at HSBC I held my statement of professional standing having completed all gap fill and attained level 4 Diploma. Show less