Experience

MAB WEALTH MANAGEMENT LIMITED
• United Kingdom
• Financial Services
• 1 - 100 Employee
• Independent Financial Advisor

  • Jan 2020 - Present


AFH Wealth Management

• United Kingdom
• Financial Services
• 300 - 400 Employee

• Independent Financial Advisor

  • Jun 2018 - Dec 2019

  When Corville Wealth Management was acquired by AFH Wealth Management I carried on my role as an Independent Financial Adviser continuing servicing my existing clients and building new client relations. When Corville Wealth Management was acquired by AFH Wealth Management I carried on my role as an Independent Financial Adviser continuing servicing my existing clients and building new client relations.



Corville Wealth Management

• Independent Financial Advisor

  • Oct 2016 - Jun 2018

  Moved into a financial adviser role within Corville Wealth Management. Advising existing clients and building up new client relations. Advising on Pensions, Investments and Protection. Also running a bespoke model portfolio service.

• Client Support Specialist

  • Mar 2014 - Oct 2016

  IFA administrator role, supporting the Financial Advisers. Offering customer service to our clients and helping with the bespoke portfolio fund updates.


Capita Asset Services
• United Kingdom
• Business Supplies & Equipment
• Project Support Analyst

  • Oct 2010 - Feb 2014

Aviva
• Insurance
• 1 - 100 Employee
• Fund Administrator

  • Jan 2003 - Sep 2009