Experience

Navigate Wealth

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Aug 2018 - Present

  Experienced Chartered Financial Planner and Pension Transfer Specialist helping clients to achieve their personal financial goals. I start by establishing where a client is at and what they want to achieve. I can then research the market and produce a written proposal, taking into account their attitude to risk and any personal preferences. If the client then wishes to proceed I will implement the solution but also regularly review this to ensure it's delivering what we set out to achieve. I pride myself in providing tailored and honest advice, and implementing solutions as required which complement the client's wider objectives. Expertise: Pension and retirement planning planning; Investment Planning; Personal and Business Protection Needs; Trusts and Estate planning Show less



Pensionhelp

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Independent Financial Advisor

  • Oct 2017 - Present

  Experienced Chartered Financial Planner and Pension Transfer Specialist helping clients to achieve their personal financial goals. I start by establishing where a client is at and what they want to achieve. I can then research the market and produce a written proposal, taking into account their attitude to risk and any personal preferences. If the client then wishes to proceed I will implement the solution but also regularly review this to ensure it's delivering what we set out to achieve. I pride myself in providing tailored and honest advice, and implementing solutions as required which complement the client's wider objectives. Expertise: Pension and retirement planning planning; advise on safeguarded benefits (including Defined Benefits Schemes) and investment advice. Show less



MetLife UK

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Regional Sales Director

  • Aug 2007 - Sep 2017

  Led a team of 12 Account Managers who relationship managed IFAs in the North of England, North Wales, Scotland and Northern Ireland. Marketed a range of innovative guaranteed investment and pension products to IFAs - products which can guarantee clients income, capital or death benefits. Improved North Region's performance from bottom region (5th) in 2007 to top region in 2011 and 2012. Improved Central Region's performance from bottom (5th) to top position in 2013, 2014 and 2017 YTD. Enhanced their performance by 34% (2015-16). Generated sales which peaked in excess of £250 million p.a. Show less



Clerical Medical

• Sales Manager

  • Jan 2005 - Aug 2007

  Significantly improved the performance of the North West Sales Team, resulting in finishing top of 8 teams in 2005, delivering in excess of £40 million Deprived Premium income. Successfully delivered consistent results demonstrated by being the only regional team in Clerical Medical to have over achieved against target every quarter in 2005 and H1 2006. Significantly improved the performance of the North West Sales Team, resulting in finishing top of 8 teams in 2005, delivering in excess of £40 million Deprived Premium income. Successfully delivered consistent results demonstrated by being the only regional team in Clerical Medical to have over achieved against target every quarter in 2005 and H1 2006.



Bradford and Bingley

• United Kingdom
• 1 - 100 Employee

• Technical Manager

  • 2002 - 2005

  Analysed recent legislation changes as issued by the FSA with regard to giving advice on Mortgages and General Insurance. Responsible for the design and development of new sales policies in relation to Mortgages and Insurance, ensuring the organisation's compliance to regulations - used by over 300 Mortgage Advisers. Analysed recent legislation changes as issued by the FSA with regard to giving advice on Mortgages and General Insurance. Responsible for the design and development of new sales policies in relation to Mortgages and Insurance, ensuring the organisation's compliance to regulations - used by over 300 Mortgage Advisers.



Bradford & Bingley

• Financial Services
• 1 - 100 Employee

• Sales Manager

  • 1997 - 2002

  Significantly improved team morale within the sales team, resulting in 100% staff retention in the first full year as Sales Manager. Recognised at Bradford & Bingley's prestigious National Sales Award Ceremony as the top performing Sales Manager (of over 100) for Life and Pension Sales in 2000. Significantly improved team morale within the sales team, resulting in 100% staff retention in the first full year as Sales Manager. Recognised at Bradford & Bingley's prestigious National Sales Award Ceremony as the top performing Sales Manager (of over 100) for Life and Pension Sales in 2000.



Lloyds Bank Insurance Services

• United Kingdom
• Insurance

• Sales Manager

  • 1994 - 1997

  Successfully developed and managed a team of IFAs, improving performance to over achieve against a £3.4 million commission income target.Achieved targets, gaining the highest compliance standards in the Financial Services industry.Successfully merged the first Lloyds and TSB sales teams within Lloyds Bank Offshore - used as a successful template for rollout nationally within the organisation.

• Corporate Life and Pensions Consultant

  • 1991 - 1994

  Successfully over achieved demanding sales targets within Corporate Banking sector of clients with £1 million turnovers and above.Expanded earnings on an area of poor performance to £160,000 commission income by developing new business sources and enhancing the conversion of cases to business.



Sun Life Brokers Services Ltd

• Broker Consultant

  • 1988 - 1991

  Successfully over achieved demanding sales targets from a panel of approximately 100 IFAs, increasing new business production fivefold in three years. Successfully developed alternative sectors of business from existing supporters and new producers. Successfully over achieved demanding sales targets from a panel of approximately 100 IFAs, increasing new business production fivefold in three years. Successfully developed alternative sectors of business from existing supporters and new producers.