Experience

Institute for Financial Wellbeing

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Regional Leader

  • Jul 2020 - Present

  The IFW seeks to help financial planners, advisers and coaches improve their clients wellbeing and make them happier by making their lives richer not their bank balances. I work with the national body to co-ordinate and run regional events and meetings in the East Midlands The IFW seeks to help financial planners, advisers and coaches improve their clients wellbeing and make them happier by making their lives richer not their bank balances. I work with the national body to co-ordinate and run regional events and meetings in the East Midlands



Red Circle Financial Planning Ltd.

• Derbyshire

• Director - Chartered Financial Planner

  • Jul 2015 - Present

  At Red Circle Financial Planning our aim is to create solutions to solve our clients financial needs and requirements. Our ethos is simply to give our clients the highest possible standards of advice and service. I provide a personal and professional client proposition for individuals and companies across the full range of financial planning i.e. protection for business and family, retirement planning, estate planning and investment options for individuals and companies. At Red Circle Financial Planning our aim is to create solutions to solve our clients financial needs and requirements. Our ethos is simply to give our clients the highest possible standards of advice and service. I provide a personal and professional client proposition for individuals and companies across the full range of financial planning i.e. protection for business and family, retirement planning, estate planning and investment options for individuals and companies.



DE55 Business Networking

• South Normanton

• Chairman

  • Oct 2013 - Dec 2015

  A group for businesses who are located or operate in the DE55 area to meet and exchange tips, best practice ideas and business opportunities. For more details visit our website A group for businesses who are located or operate in the DE55 area to meet and exchange tips, best practice ideas and business opportunities. For more details visit our website



Positive Solutions

• United Kingdom
• Financial Services
• 200 - 300 Employee

• Chartered Financial Planner

  • Jan 2013 - Jun 2015

  At Red Circle Financial Planning our aim is to create solutions to solve our clients financial needs and requirements. Our ethos is simply to give our clients the highest possible standards of advice and service. I provide a personal and professional client proposition for individuals and companies across the full range of financial planning i.e. protection for business and family, retirement planning, estate planning and investment options for individuals and companies. At Red Circle Financial Planning our aim is to create solutions to solve our clients financial needs and requirements. Our ethos is simply to give our clients the highest possible standards of advice and service. I provide a personal and professional client proposition for individuals and companies across the full range of financial planning i.e. protection for business and family, retirement planning, estate planning and investment options for individuals and companies.



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Commercial Independant Financial Advisor

  • Nov 2003 - Dec 2012

  Providing holistic financial advice to businesses and business owners and providing solutions for wealth management, tax planning, retirement funding and protection.

• Commercial Financial Advisor

  • Oct 2002 - Nov 2003

  Providing holistic financial advice to businesses and business owners and providing solutions for wealth management, tax planning, retirement funding and protection.

• Field Sales Manager

  • Aug 2000 - Sep 2002

  Responsible for the management and development of a team of advisors in the giving personal financial advice and mortgage advice to customers

• Financial Advisor

  • Aug 1994 - Jul 2000

  Providing financial advice and mortgages to business and personal customers