Experience

IMC Financial Services Ltd

• Mortgage & Protection Adviser

  • Oct 2010 - Present

  Face to face meetings with clients.Research the whole of the mortgage and protection market to provide suitable mortgage and protection soloutions for the clients indivdual needs and requirements. Referring when appropriate to other team members for specialist advice in other areas of finacial planning, such as pensions investments and wills. Wills and tax planning. Face to face meetings with clients.Research the whole of the mortgage and protection market to provide suitable mortgage and protection soloutions for the clients indivdual needs and requirements. Referring when appropriate to other team members for specialist advice in other areas of finacial planning, such as pensions investments and wills. Wills and tax planning.



Nationwide Building Society

• United Kingdom
• Financial Services
• 700 & Above Employee

• Finacial Consultant

  • May 1989 - Oct 2010

  Give advice on Nationwide products and services to clients.

• Branch Manager

  • Sep 1997 - Apr 2000

  Branch Manager responsible for smooth running of the branch, acheiving buisness targets, team and personal development, audit and controls, customer relations, building relations with internal and external partners, prime mortgage adviser, investigations and disciplinaries.