Experience

Citizens Advice Rushmoor

• United Kingdom
• Non-profit Organizations
• 1 - 100 Employee

• Trustee Director

  • May 2015 - Present

  Farnborough, Hampshire, United Kingdom As part of a team of trustees I help with this important charity providing advice to people living in the Rushmoor area.



Omnium Wealth Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Chartered Financial Planner

  • Dec 2003 - Apr 2018

  Guildford, United Kingdom I worked as a Chartered Financial Planner advising individuals and businesses on a range of financial needs. I also acted as the firms Pension Transfer specialist. I was also Managing Director of a group company providing specialist services to Pension Scheme trustees.



Berry Birch & Noble

• Senior Consultant

  • Jul 1999 - Nov 2003

  Woking Surrey Advising clients on pensions, investments etc



Moores Marr Bradley

• Head of Employee Benefits

  • 1994 - 1999

  Advising corporate clients on their benefits, supporting other advisers with corporate work.



SBJ

• Financial Services
• 1 - 100 Employee

• Regional Director

  • Dec 1987 - Nov 1993

  Leatherhead Looking after a portfolio of Corporate Clients for pensions and financial planning needs.



Covey and Somerset

• Diector

  • Sep 1976 - Dec 1987

  Hornsey London I ran the Life and Pensions department of this busy insurance broker



Windsor Life

• Actuarial Supervisor

  • 1969 - 1973