Director

• Dec 2012 - Present

Based in North Kent, Quartz Financial Planning provides Financial Advice to families and couples in South London and Kent who are looking to maximise their savings for retirement while ensuring that tax efficiency is at the heart of their financial plans, and underpinning their financial plans with robust protection. We guide our clients through the options that are best for them, suiting both their current needs and looking ahead to the future too. As every individual has their own… Show more Based in North Kent, Quartz Financial Planning provides Financial Advice to families and couples in South London and Kent who are looking to maximise their savings for retirement while ensuring that tax efficiency is at the heart of their financial plans, and underpinning their financial plans with robust protection. We guide our clients through the options that are best for them, suiting both their current needs and looking ahead to the future too. As every individual has their own concerns, goals and responsibilities, a tailored recommendation is made, based on their individual circumstances. Show less Based in North Kent, Quartz Financial Planning provides Financial Advice to families and couples in South London and Kent who are looking to maximise their savings for retirement while ensuring that tax efficiency is at the heart of their financial plans, and underpinning their financial plans with robust protection. We guide our clients through the options that are best for them, suiting both their current needs and looking ahead to the future too. As every individual has their own… Show more Based in North Kent, Quartz Financial Planning provides Financial Advice to families and couples in South London and Kent who are looking to maximise their savings for retirement while ensuring that tax efficiency is at the heart of their financial plans, and underpinning their financial plans with robust protection. We guide our clients through the options that are best for them, suiting both their current needs and looking ahead to the future too. As every individual has their own concerns, goals and responsibilities, a tailored recommendation is made, based on their individual circumstances. Show less

Independent Mortgage Broker

• Feb 2012 - Nov 2012

At Lawton Financial Services Ltd I gained experience and an insight of being an Independent Broker and being able to offer products form the Whole of Market, before moving on to open my own business. At Lawton Financial Services Ltd I gained experience and an insight of being an Independent Broker and being able to offer products form the Whole of Market, before moving on to open my own business.

Mortgage Advisor

• Jul 2010 - Feb 2012

Working as part of the team in the Branch I covered Welling, Plumstead and Blackfen Branches, advising customers on their Mortgage and Protection needs. Working as part of the team in the Branch I covered Welling, Plumstead and Blackfen Branches, advising customers on their Mortgage and Protection needs.

Mortgage Consultant

• Nov 2008 - Jul 2010

Working in Orpington and Petts Wood Branches advising clients on Mortgages and associated Insurances. Working in Orpington and Petts Wood Branches advising clients on Mortgages and associated Insurances.

Mortgage Specialist

• 2006 - 2008

I worked at Lloyds TSB providing customers with Mortgage advice, and protection on that mortgage. Working as part of the Branch, being a Team player was crucial. I worked at Lloyds TSB providing customers with Mortgage advice, and protection on that mortgage. Working as part of the Branch, being a Team player was crucial.

Business Analyst

• May 2006 - Oct 2006

Business Analyst

• Oct 2001 - May 2006

Unit Trust Administrator

• Aug 1999 - Oct 2001