Independent Financial Adviser

• May 2013 - Present

I provide full whole of Market independent financial advice. I provide full whole of Market independent financial advice.

Financial Planning Manager

• Oct 2005 - May 2013

A successful, professional and highly motivated Level 4 qualified Financial Planning Manager with experience as a Financial Adviser, Bank Manager and Team Leader. Has significant sales and management experience in Business and Retail branch banking. Has a proven track record in sales of financial products and services, providing quality holistic financial advice, excellent customer service and team leading. An effective and proven Financial Planning Manager with vast and varied experience who, with the ability to organise and plan my own work and that of a team, regularly achieves sales and other performance targets. Has worked for Barclays Bank, Lloyds TSB, Bristol & West and for AXA Wealth. A Barclays ‘Gold Eagle’ Award winner and ‘Britannia Financial Advisory Service’ Award winner. Always keen to make the most of my skills in roles that will enable me to develop existing skills and knowledge still further as a professional holistic adviser. Holistic financial planning with experience in Investment planning, Inheritance Tax planning, Protection, Pensions, Pension Transfers & Long Term Care planning. Show less

Financial Planning Manager

• May 2005 - Oct 2005

Provided advice in Savings & Investment, Protection and Pensions.

Financial Advisor

• Jun 2004 - May 2005

Mortgage and Savings & Investments

Business Manager

• Jul 2003 - Jan 2004

Branch Manager

• Sep 1985 - Jul 2003

I worked in every branch based role ending in Branch Manager. I worked in every branch based role ending in Branch Manager.