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Credentials

  • Certificate in Mortgage Advice and Practice
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  • Financial Planning Certificates 1 2 & 3
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Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Managing Director
      • Feb 2000 - Present

      ABC Finance Limited are Master Brokers and Packagers, welcome relationships with other professionals and provide a high quality service to their clients. We package for specialist lenders such as Interbay, Shawbrook Bank and Aldermore Commercial in addition to High Street lenders and Private Finance providers. ABC Finance Limited offers Commercial mortgages, Development finance, Bridging finance, Buy to Let mortgages, Property insurance, Asset finance and Business finance to a wide variety of clients throughout the UK. We work closely with introducers, never cross sell and only offer products our introducers request us to provide.

    • Principal
      • Oct 1999 - Aug 2011

      Independent Financial AdviserProviding Independent Financial Advice to a wide range of clients from individuals to small businesses. Independent Financial AdviserProviding Independent Financial Advice to a wide range of clients from individuals to small businesses.

    • United Kingdom
    • Financial Services
    • 200 - 300 Employee
    • Senior Financial Adviser
      • Jan 1996 - Oct 1999

      Providing advice to individuals and businesses and dealing in personal and commercial mortgages. Providing advice to individuals and businesses and dealing in personal and commercial mortgages.

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Branch Manager
      • Sep 1994 - Dec 1995

      Employed to establish a new branch in Birmingham and to recruit a team of suitably high quality professional advisers. This was completed quickly and successfully prior to the re-organisation of the Company. Employed to establish a new branch in Birmingham and to recruit a team of suitably high quality professional advisers. This was completed quickly and successfully prior to the re-organisation of the Company.

    • Insurance
    • 1 - 100 Employee
    • Assistant Branch Manager
      • Sep 1991 - Sep 1994

      Recruited to the Private Clients division of Norwich Union and promoted to Assistant Branch Manager position. Heavily involved in the training of Advisers and Appointed Representatives prior to the restructuring of the division. Recruited to the Private Clients division of Norwich Union and promoted to Assistant Branch Manager position. Heavily involved in the training of Advisers and Appointed Representatives prior to the restructuring of the division.

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