Experience

Opal Financial Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Independent Financial Adviser

  • Jul 2013 - Present

  Newark, Lincoln and surrounding areas I am able to offer unbiased independent financial advice from across the whole market. I hold the full Diploma in Financial Planning a Level 4 and a current Statement of Professional Standing through my professional body the Personal Finance Society. I bring a wide breadth of life and work experience to the Financial adviser role. This means, as well as the 18 years experience I have in providing financial advice to my customers, over my working life I have experienced the joys and… Show more I am able to offer unbiased independent financial advice from across the whole market. I hold the full Diploma in Financial Planning a Level 4 and a current Statement of Professional Standing through my professional body the Personal Finance Society. I bring a wide breadth of life and work experience to the Financial adviser role. This means, as well as the 18 years experience I have in providing financial advice to my customers, over my working life I have experienced the joys and pressures of a wide range of employment roles. My customers find, whatever walk of life they are from, this breadth of experience and knowledge makes me very approachable and able to understand their lives, hopes and fears. I can help you with investments and savings; life and illness cover; pensions and annuities; inheritance tax planning, long term care and mortgages. I am very professional in whatever I undertake and I promise to: • work with you to understand where you are, as an individual, on your financial journey • support you in working out where you want to be in the future; what you need to do to get there and are happy to do now to take the next step • give you good, honest, whole of market advice to support you in either your personal finance, business finance or both at each step in reaching those goals over the years. If you feel I could be of help please ring me on 07739578943 or 01636 646853 or email pam.lilley@opalfinancialmanagement.co.uk. I look forward to hearing from you. Show less



AXA Wealth

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Financial Planning Manager

  • Jul 2005 - Jul 2013

  Face to face and phone advice to clients on Investments, protection and IHT. Training and development of supporting branch team. Maintained robust and compliant systems to ensure excellent on going service to clients.



Britannia Building Society

• Financial Services
• 1 - 100 Employee

• Financial Adviser

  • Feb 2001 - Jul 2005

  Face to face advice to customers on investment and protection needs.

• Cashier

  • Jan 2000 - Feb 2001

  Cash handling; lead production to mortgage advisers and Financial adviser; conducted reviews with customers for loan and General insurance needs; task force leader for Financial adviser.



Nottingham Trent University

• United Kingdom
• Higher Education
• 700 & Above Employee

• Administrator

  • Aug 1997 - Jan 2000

  Nottingham, United Kingdom Design and implement systems for and run the administrative office for International Post colonial journal 'Interventions'. Manage incoming articles, liaising with authors on revisions required to publication deadlines, researching connections to approach for articles in specialist fields in the global academic world. Proof reading and construction of index for academic works e.g. 'Representing Lives' , Polkey and Donnell.

• Seminar leader and lecturer

  • Jul 1997 - Jan 2000

  Researched, designed and delivered lectures, seminars and tutorials to under graduates for the Humanities Faculty within the main student body during term time and to the accelerated degree cohort during the summer as I finished my accelerated degree (2 year BA Hon pilot course). Main subject delivered English along with personal and career development and study skills.