Experience

• 

  Reflect Financial Limited

  • Financial Adviser

    • Sep 2020 - Present

    Reflect Financial Limited is an appointed representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

• 

  Willson Grange Limited

  • United Kingdom
  • Financial Services
  • 1 - 100 Employee

  • Financial Adviser

    • Mar 2019 - Sep 2020

    Willson Grange Ltd is a successful and well-established business of Financial Planners. They are one of the largest and most successful practices within the St. James’s Place Wealth Management Group. Founded in 2000 by Stuart Willson, Willson Grange Ltd has a growing team of experienced and highly qualified financial service professionals renowned for their integrity. Our 3,000+ UK clients are in the safest of hands as Willson Grange is passionate about delivering high quality service with personal and responsive financial advice.

  • Associate

    • Sep 2018 - Sep 2020

• 

  DEEP-SEA LEISURE PLC

  • ellesmere port, england

  • Head Of Finance And Administration

    • May 2010 - Aug 2018
    • ellesmere port, england

    Head of Finance and Administration for UK Businesses, managing overall finance function, IT infrastructure and administration. My role included design, implementation and maintenance of internal control system, management reporting to Board of Directors. I also managed the Budgeting and Forecasting functions and Coordinated the compilation of Statutory Financial Statements and the annual audit.I also managed relationships with external Banking, dealt with utility contract renewal and acted as Company Secretary.

• 

  Baker Tilly

  • Liverpool, England

  • Audit Senior

    • Jan 2007 - Apr 2010
    • Liverpool, England

• 

  Wellers Accountants

  • Accounts Assistant

    • Jan 2005 - Dec 2006