Experience

The Martin Cliffe Practice

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Mortgage Specialist

  • May 2021 - Present



Mazars in the UK

• United Kingdom
• Accounting
• 700 & Above Employee

• Financial Planning Technical Trainer

  • Feb 2019 - Apr 2021

  Helping to inspire and prepare the next generation of Financial Planners an Paraplanners.

• Senior Paraplanner

  • Jul 2017 - Jan 2019



Vizion Wealth LLP - Chartered Independent Financial Planners

• United Kingdom
• Financial Services
• 1 - 100 Employee

• IFA Practice Manager

  • Jun 2013 - Jul 2017



efectivo24

• Financial Adviser / Office Manager

  • 2009 - 2013

  Servicing of Spanish, British and a number of other European nationalities clients with their finance, insurance and investment needs. Responsible for administration, compliance and lenders relationships. Responsible for setting up and running of the internal compliance process as well as liaison with the Spanish regulator (INC). Outsourced to other Financial Service Practices to set up their compliance procedures in conjunction with guidance from the regulator. Servicing of Spanish, British and a number of other European nationalities clients with their finance, insurance and investment needs. Responsible for administration, compliance and lenders relationships. Responsible for setting up and running of the internal compliance process as well as liaison with the Spanish regulator (INC). Outsourced to other Financial Service Practices to set up their compliance procedures in conjunction with guidance from the regulator.



The Martin Cliffe Practice

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Financial Adviser / Office Manager

  • 2004 - 2008

  Mortgage and Insurance advice for both UK and Spanish market. Responsible for organization of the advisers as well as the supervision of admin support staff. Responsible for setting up and running of the internal compliance process. Relationship management with introducers and lenders. Mortgage and Insurance advice for both UK and Spanish market. Responsible for organization of the advisers as well as the supervision of admin support staff. Responsible for setting up and running of the internal compliance process. Relationship management with introducers and lenders.



Marquis Financial Planning

• Milton Keynes, United Kingdom

• Mortgage Adviser

  • 2003 - 2004

  Responsible for the mortgage business of two Estate Agent offices in the Milton Keynes area. Mortgage and Insurance advice. Relationship management with introducers and lenders. Responsible for the mortgage business of two Estate Agent offices in the Milton Keynes area. Mortgage and Insurance advice. Relationship management with introducers and lenders.