Experience

Oak Financial Services LTD
• Financial Services
• 1 - 100 Employee
• Mortgage Adviser & Compliance Officer

  • Jun 2021 - Present


OMNI - FINANCIAL LTD

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Mortgage & Protection Adviser

  • Aug 2017 - Apr 2021

  Whole of Market Independent adviser specialising in residential mortgages, buy to let mortgages, income protection, critical illness and life cover. Qualifications: FPC1, FPC2, FPC3 and CeMAP bridge. Whole of Market Independent adviser specialising in residential mortgages, buy to let mortgages, income protection, critical illness and life cover. Qualifications: FPC1, FPC2, FPC3 and CeMAP bridge.



Omni Financial UK

• United Kingdom
• Financial Services
• 1 - 100 Employee

• PA to Director

  • Jul 2009 - Apr 2021

  Working Part-time assisting the Director of an Independent Financial Advice practice in all aspects of Financial Planning: mortgages, protection, wealth management, business protection, personal protection, and investments . I have worked in the Financial Services industry since 1993. Qualifications: FPC1, FPC2, FPC3 and CeMAP bridge. Working Part-time assisting the Director of an Independent Financial Advice practice in all aspects of Financial Planning: mortgages, protection, wealth management, business protection, personal protection, and investments . I have worked in the Financial Services industry since 1993. Qualifications: FPC1, FPC2, FPC3 and CeMAP bridge.



BP Sanders & Co Ltd

• P.A.

  • 2007 - 2009

  Working Part-time assisting the Director of an Independent Financial Advice practice in all aspects of Financial Planning: mortgages, protection, wealth management, business protection, personal protection, and investments .. Working Part-time assisting the Director of an Independent Financial Advice practice in all aspects of Financial Planning: mortgages, protection, wealth management, business protection, personal protection, and investments ..



Network Data

• Computer and Network Security

• Business Development Manager

  • Dec 2007 - Jul 2008

  Developing new and assisting Network members. Training mortgage advisers on Network Data research systems and assisting with developing their businesses within the mortgage, protection and General Insurance marketplace. Developing new and assisting Network members. Training mortgage advisers on Network Data research systems and assisting with developing their businesses within the mortgage, protection and General Insurance marketplace.



Mortgage Advice Bureau, Gerrards Cross

• Mortgage Adviser

  • Jul 2004 - Dec 2005

  Mortgage, Protection and General Insurance Adviser Mortgage, Protection and General Insurance Adviser



Zurich Life

• Sales Consultant

  • Sep 1993 - Dec 2000

  Obtaining new business from a panel of IFA's in the North London and Hertfordshire area. Top consultant in Watford office in 1999 - acheived 125% of annual target. Ranked in top decile overall. Obtaining new business from a panel of IFA's in the North London and Hertfordshire area. Top consultant in Watford office in 1999 - acheived 125% of annual target. Ranked in top decile overall.