Experience

Utopia Financial Planning

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Independent Financial Advisor

  • Feb 2021 - Present



Prudential Financial Planning

• Leeds, West Yorkshire

• Partner & Financial Advisor

  • Dec 2015 - Dec 2020



True Potential LLP

• United Kingdom
• Financial Services
• 700 & Above Employee

• Self Employed

  • Jul 2013 - Nov 2015

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• Wealth Management Partner

  • Jul 2013 - Nov 2015

  As a partner at True Potential Wealth Management, I help clients to unravel the mysteries of financial services, protection and investment planning, putting them in control of their finances and their future.I help individuals, the self employed and company directors to create, implement and maintain financial plans that are based upon what they want to get out of life. I do this by taking a complete overview of their finances including investments, pensions, life insurance, income protection, mortgages and tax liabilities, and make sure that what they have got will enable them to live the life they want both now and in the future. All of this is done using cutting edge technology which integrates all of your finances in one place giving complete clarity and transparency, and removing stress and uncertainty. If any of the following apply to you or your clients then I can help• You have lots of different policies and old pensions and don't know what all of them mean• You have wondered about when you can retire or how you can afford to • You are fed up of low interest rates on your savings • You pay tax and want to pay less• You have wondered about how you will be able to afford to help your children start out in life • You have received an inheritance, insurance proceeds or any kind of lump sum that you are not sure what to do with • You are worried about the costs of long term care• You are concerned about the effects of Inheritance Tax on your estateBeing a whole of market (restricted) advisor, means that I can provide in depth knowledge in many areas to achieve the best possible results for my clients.Specialties: Financial PlanningRetirement PlanningInvestmentsTax Efficient Investments Life InsuranceFamily ProtectionInheritance Tax planningEstate Planning Show less



AXA Wealth

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Financial Planning Manager

  • Nov 2010 - Jun 2013

  Providing holistic financial planning solutions in a regulated environment. This includes advising on investments, pensions and protection plans within the Yorkshire Bank network. This involves generating leads through effective communication and leadership with all bank staff at 4 different branches. Consistent management and motivation is crucial to deliver performance on a regular basis whilst ensuring clients are at the centre of everything we do. Managing an existing client bank with regular financial reviews whilst identifying further opportunities. Growing the client bank through proactive referrals and generating new business. Show less