Experience

Responsible Lending

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Telephone Businesss Development Manager

  • Mar 2023 - Present



Equity Release Associates

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Equity Release Adviser

  • Sep 2022 - Apr 2023



Age Partnership

• United Kingdom
• Financial Services
• 200 - 300 Employee

• Equity Release Adviser

  • Feb 2015 - Apr 2023



Echelon Mortgages Ltd (Mortgage-Xperts)

• Orrell Park Liverpool

• Financial Adviser

  • Jul 2014 - Feb 2015

  Self Employed under Echelon Mortgages Ltd who are directly authorized and regulated in the UK by the FCA - Equity Release (lifetime mortgages) Mortgages- residential, commercial & buy to lets Protection- life cover, critical illness cover, income protection General Insurance- buildings & contents, accident sickness & redundancy cover Over 50s plans Debt management Self Employed under Echelon Mortgages Ltd who are directly authorized and regulated in the UK by the FCA - Equity Release (lifetime mortgages) Mortgages- residential, commercial & buy to lets Protection- life cover, critical illness cover, income protection General Insurance- buildings & contents, accident sickness & redundancy cover Over 50s plans Debt management



Key Financial Associates Ltd

• Financial Services
• 1 - 100 Employee

• Financial Adviser

  • Aug 2009 - Jul 2014

  Self Employed authorized and regulated in the UK by the FSA under PTFS Network Equity Release (lifetime mortgages & reversion schemes) Mortgages- residential, commercial & buy to lets Personal loans & bridging loans Protection- life cover, critical illness cover, income protection General Insurance- buildings & contents, accident sickness & redundancy cover Over 50s plans Debt management Self Employed authorized and regulated in the UK by the FSA under PTFS Network Equity Release (lifetime mortgages & reversion schemes) Mortgages- residential, commercial & buy to lets Personal loans & bridging loans Protection- life cover, critical illness cover, income protection General Insurance- buildings & contents, accident sickness & redundancy cover Over 50s plans Debt management



RBS

• United Kingdom
• Banking
• 700 & Above Employee

• Financial Services Retail and Corporate Banking Financial Markets

  • Aug 1987 - Aug 2009

  - Mortgage Adviser - Investment Manager Deposit & Investments for Corporate Banking & Financial Markets - Business Development Manager - Lifetime Mortgage Consultant - Mortgage Adviser - Investment Manager Deposit & Investments for Corporate Banking & Financial Markets - Business Development Manager - Lifetime Mortgage Consultant