David Mackay

Pensionwise Guidance Specialist at PensionWise
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Contact Information
us****@****om
(386) 825-5501
Location
Edinburgh, Scotland, United Kingdom, UK
Languages
  • English -
  • basic French -
Skills

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Credentials

  • Certified Mortgage Consultant
    Cemap
    May, 2003
    - Nov, 2024
  • CeMAP qualified.
    LIBF
    Mar, 2003
    - Nov, 2024
  • Financial planning certification 1,2,3
    ACIIC
    Sep, 1998
    - Nov, 2024
  • Electrical & Electronic Engineering HNC
    Adam Smith College
    May, 1986
    - Nov, 2024

Experience

  • PensionWise
    • Accounting
    • 1 - 100 Employee
    • Pensionwise Guidance Specialist
      • Nov 2018 - Present

      Impartial guidance on Pension options, coverage on state pension, scams, regulated FA’s and summarise next steps for clients. Impartial guidance on Pension options, coverage on state pension, scams, regulated FA’s and summarise next steps for clients.

  • RWS Financial Consultants
    • Financial Services
    • 1 - 100 Employee
    • Mortgage & Protection Adviser
      • Sep 2015 - Dec 2018

      Self employed Mortgage Adviser self generating leads to gain new clients for RWS and conduct financial reviews on existing clients. I contact clients, gather full information and source the most suitable and affordable mortgage loan. My responsibilities are to produce a fully compliant suitability report and oversee the mortgage through to completion and draw down of funds. Self employed Mortgage Adviser self generating leads to gain new clients for RWS and conduct financial reviews on existing clients. I contact clients, gather full information and source the most suitable and affordable mortgage loan. My responsibilities are to produce a fully compliant suitability report and oversee the mortgage through to completion and draw down of funds.

  • Retail Banking
    • Perth
    • mortgage specialist
      • Jul 2011 - Sep 2015

      Mortgage and Protection Adviser General Insurance Sales Mortgage and Protection Adviser General Insurance Sales

  • Regal taxis
    • Kirkcaldy, Scotland
    • Owner
      • Oct 2003 - Jul 2011

      Private hire taxi company specialising in wheelchair accessible vehicles providing transport for the elderly, infirm and wheelchair bound customers. Private hire taxi company specialising in wheelchair accessible vehicles providing transport for the elderly, infirm and wheelchair bound customers.

  • Edinburgh solicitors property centre
    • Independent Mortgage Advisor
      • Aug 2000 - Aug 2001

  • ESPC (UK) Limited
    • Edinburgh, Scotland
    • Independent financial advisor
      • Aug 1999 - Sep 2000

      Independent mortgage and related products adviser Independent mortgage and related products adviser

  • Pearl assurance plc
    • Fife
    • Area Manager
      • Apr 1991 - Aug 1999

      Started with Pearl in 1991 as an agent progressing to financial advisor then area manager in 1998. Started with Pearl in 1991 as an agent progressing to financial advisor then area manager in 1998.

Education

  • adam smith college
    HNC, electronics, onc hnc
    1981 - 1986
  • kirkcaldy high school
    6 O'Grades, Arith,Maths,English,French,Physics & Chemistry
    1974 - 1979

Community

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