Experience

Northern Spire Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Financial Adviser

  • Jan 2016 - Present

  4 Defender Court



The Mussel Club

• United Kingdom
• Information Services
• 1 - 100 Employee

• Business Editor

  • Jan 2016 - Present

  Tyne and Wear The home of business networking in the North East. The Mussel Club has been hosting events since 2006 and is one of the largest networking organisations in the region. It’s completely free to join and a lot of our events are free to attend too. To become a member all you need to do is create your own free profile on the website, which only takes a few minutes, then you can book yourself onto events and start connecting with the North East business community! All of our… Show more The home of business networking in the North East. The Mussel Club has been hosting events since 2006 and is one of the largest networking organisations in the region. It’s completely free to join and a lot of our events are free to attend too. To become a member all you need to do is create your own free profile on the website, which only takes a few minutes, then you can book yourself onto events and start connecting with the North East business community! All of our events are designed to be relaxed and informal we believe people network better in a great atmosphere. Show less



Scottish Widows

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior Financial Advisor

  • Jan 2013 - Dec 2015

  Tyne and Wear Provision of holistic financial advice to High Net Worth Personal and Corporate clients. Recently specialising in the Automatic Enrolment pension markets.



Lloyds Banking Group

• United Kingdom
• Financial Services
• 700 & Above Employee

• Wealth Management Advisor

  • Nov 2007 - Dec 2012

  Tyne and Wear Provision of high quality advice to Corporate clients specialising in the Group Pensions market.



Halifax

• Banking
• 700 & Above Employee

• Personal Financial Advisor

  • Nov 2004 - Nov 2007

  Tyne and Wear Personal Financial Adviser



abrdn

• United Kingdom
• Financial Services
• 700 & Above Employee

• Corporate Financial Planning Consultant

  • Jun 2000 - Jun 2004

  East Midlands Providing holistic financial planning within the Corporate Markets including employee benefits, business protection, investments and exit strategy for company owners.

• Personal Financial Planning Consultant

  • Jun 1997 - Jun 2000

  East Midlands Advising in all personal financial areas including IHT Planning, Trusts, Pension Transfers and Investments.



Civil Service

• Administration Officer

  • 1986 - 1997

  Finance Administrator