Experience

Stanford Legal Services

• United Kingdom
• Legal Services
• 1 - 100 Employee

• Legal Adviser

  • Jan 2023 - Present

  Worthing, England, United Kingdom Wills, Trusts & Lasting Power of Attorneys.



Equity Release Sussex

• United Kingdom
• Banking

• Later Life Mortgage & Equity Release Specialist

  • May 2020 - Present

  Worthing, England, United Kingdom Equity Release & Later Life Lending Specialist (Purchase, Remortgage & Buy To Let)



The Right Equity Release Limited

• Financial Services
• 1 - 100 Employee

• Later Life Mortgage & Equity Release Specialist

  • Dec 2014 - May 2020

  Worthing, West Sussex Equity Release Specialist (Lifetime Mortgage & Home Reversion Plans) Residential Mortgages (Later Life, Purchase, Remortgage & Buy To Let)



Lifetime Mortgage Direct

• Equity Release Specialist

  • Dec 2014 - May 2020

  London & South East England Equity Release Specialist (Lifetime Mortgage)



Pavilion Financial Services

• Independent Mortgage & Equity Release Specialist

  • Mar 2014 - Dec 2014

  Brighton, United Kingdom Independent Financial Advisers to individuals, businesses, trusts and charities. Our approach is to focus on our clients needs and objectives, providing solutions rather than selling products. We assess each client as an individual and our recommendations are bespoke to them.



Whyte Financial

• Owner (Independent Mortgage, Equity Release & Protection Adviser)

  • Apr 2006 - Mar 2014

  Worthing, West Sussex Specialising in Truly 'whole of market' mortgage advice (inc. direct - branch, telephone & web only), Equity Release for over 55's, Individual Protection (Mortgage & Family Life cover, Critical Illness Cover, Income Protection / Mortgage Payment Protection Insurance, Accident, Sickness & Unemployment Cover, Unemployment only, Buildings & Contents),



Skerritt Consultants

• IFA

  • 2005 - 2006

  Mortgages, Insurance, Pensions & Investments



Knivett Financial

• IFA

  • 2003 - 2005

  Mortgages, Insurance, Pensions & Investments.



Scottish Equitable

• Financial Services
• 1 - 100 Employee

• broker consultant

  • 1999 - 2003

  Responsible for a panel of 40 IFAs and in excess of 100 registered individuals across Sussex: -Providing IFAs with a high level of local service and backup for both pre and post sales activity – including marketing support; -Assuming responsibility for client appointments / presentations; -Offering ongoing technical backup where appropriate; -Generating sales ideas and detailed training through one to one meetings and workshops. Areas of Expertise: Pensions: Individual… Show more Responsible for a panel of 40 IFAs and in excess of 100 registered individuals across Sussex: -Providing IFAs with a high level of local service and backup for both pre and post sales activity – including marketing support; -Assuming responsibility for client appointments / presentations; -Offering ongoing technical backup where appropriate; -Generating sales ideas and detailed training through one to one meetings and workshops. Areas of Expertise: Pensions: Individual, Corporate, Group and Phased / Drawdown Investments: Onshore / Offshore bonds, Unit Trusts, OEICs and ISAs

• Broker Consultant

  • 1999 - 2002

  Responsible for a panel of 40 IFAs and in excess of 100 registered individuals across Sussex: -Providing IFAs with a high level of local service and backup for both pre and post sales activity – including marketing support; -Assuming responsibility for client appointments / presentations; -Offering ongoing technical backup where appropriate; -Generating sales ideas and detailed training through one to one meetings and workshops. Areas of Expertise: -Pensions: Individual… Show more Responsible for a panel of 40 IFAs and in excess of 100 registered individuals across Sussex: -Providing IFAs with a high level of local service and backup for both pre and post sales activity – including marketing support; -Assuming responsibility for client appointments / presentations; -Offering ongoing technical backup where appropriate; -Generating sales ideas and detailed training through one to one meetings and workshops. Areas of Expertise: -Pensions: Individual, Corporate, Group and Phased / Drawdown -Investments: Onshore / Offshore bonds, Unit Trusts, OEICs and ISAs



Bank of America

• United States
• Banking
• 700 & Above Employee

• Equity Release Consultant

  • 1998 - 1999

  Home based consultant operating with centrally booked appointments responsible for providing financial advice to the over 60 year olds in the specialist area of Equity Release.



Abbey

• Banking
• 300 - 400 Employee

• Company Representative

  • 1996 - 1998

  Fully authorised to provide financial advice on entire product range available from Abbey National in broad terms - Life Assurance, Mortgages, Pensions, Savings & Investments.



Marks and Spencer

• United Kingdom
• Retail
• 700 & Above Employee

• Financial Manager

  • 1990 - 1996

  Overall Financial Management of store / region.