Experience

LEBC Group

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Financial Planner

  • May 2016 - Present

• Senior Financial Planner

  • Jun 2015 - Present

  I have 24 years experience in the industry and 11 years as a Financial Planner, I provide friendly, tailor made, high quality, personal and holistic financial planning to private clients, trustees and employers. Building relationships and treating the customer fairly is key and the majority of my clients are long-standing. I also receive referrals from existing clients, friends, professional connections and ex-colleagues.

• Financial Planner

  • Jun 2015 - Present

  Independent advice on investments, specialist inheritance tax, pensions including DB transfers, flexible drawdown, SIPPs and commercial property purchase, all forms of protection and annuities.



Origen Financial Services

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Financial Adviser

  • Jan 1998 - May 2015



Lloyds Bank Insurance Services

• Para planner

  • 1994 - 1997

  Para planner Para planner