Simon Haynes

Experienced Team Leader/Manager at Big 4 Accounting Firms
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Contact Information
us****@****om
(386) 825-5501
Location
UK

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Bio

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Credentials

  • Financial Planning Certificate 1,2&3
    Chartered Insurance Institute
    Mar, 1994
    - Nov, 2024
  • Automated External Defibrillation (AED)
    St John Ambulance
    Feb, 2020
    - Nov, 2024
  • First Aid
    St John Ambulance
    Feb, 2020
    - Nov, 2024

Experience

  • Big 4 Accounting Firms
    • United States
    • Accounting
    • 1 - 100 Employee
    • Experienced Team Leader/Manager
      • Jan 2016 - Present

  • Barclays Wealth Management
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Senior Claims Review Officer
      • Sep 2015 - Dec 2015

  • Big 4 Accounting Firms
    • United States
    • Accounting
    • 1 - 100 Employee
    • Investment Complaint Handler
      • Jul 2014 - Sep 2015

  • Burlington Associates Limited
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • .
      • Jan 2014 - Jun 2014

  • Montagu Financial Management
    • Office Manager
      • May 2000 - Dec 2013

      Montagu Financial Management is firm of Independent Financial Adviser's (IFA's) and was founded in 1996. Due to expansion we are now based in Twickenham, Montagu is an independently owned company committed to the delivery of approachable, professional and informed advice to a select number of corporate and private clients. We adopt a team based approach to looking after our clients, as we believe that combining knowledge and experience will deliver the very best outcomes. Clients appreciate the consistency and longevity of our core team, who have all worked together for several years.

  • NatWest
    • Banking
    • 700 & Above Employee
    • Financial Adviser
      • Mar 1994 - Mar 2000

    • Customer Services Manager
      • Apr 1993 - Mar 1994

    • Assistant Manager
      • Sep 1991 - Apr 1993

Education

  • St Mark's CoE Fulham, London
    1981 - 1986

Community

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