Summary
Financial Adviser with many years experience of meeting client's needs. 23 years and counting in the Financial Services industry.
0161 762 1397 or [email protected]
• Life Insurance
• Critical Illness Cover
• Income Protection
• Private Medical Insurance
• Accident, Sickness & Unemployment Cover
• Business Protection - Loan Protection, Shareholder Protection & Key Person cover
• Business Insurances - Public & Employer's Liability, Professional Indemnity, Directors & Officers
• Commercial Buildings & Contents - Shops & Office packages, Retail, Warehouses
• 'Niche' Commercial Insurance - Care Homes, Hotels, Agricultural, Classic Car, Marine, Leisure
• Home Insurance - including non-standard constructions and underpinned homes
• Landlords Insurance - Building & Contents, Rent Guarantees
Mortgages - Whole of Market advice on residential and Buy To Let mortgages
0161 762 1397 or [email protected]
Expertise
• Life Insurance
• Critical Illness Cover
• Income Protection
• Private Medical Insurance
• Accident, Sickness & Unemployment Cover
• Business Protection - Loan Protection, Shareholder Protection & Key Person cover
• Business Insurances - Public & Employer's Liability, Professional Indemnity, Directors & Officers
• Commercial Buildings & Contents - Shops & Office packages, Retail, Warehouses
• 'Niche' Commercial Insurance - Care Homes, Hotels, Agricultural, Classic Car, Marine, Leisure
• Home Insurance - including non-standard constructions and underpinned homes
• Landlords Insurance - Building & Contents, Rent Guarantees
Mortgages - Whole of Market advice on residential and Buy To Let mortgages
Experience
-
Gatehouse Insurance
Mortgage & Insurance Adviser
2011 - 2011Professional advice to personal and business customers on all aspects of Mortgages, Insurances, Life Assurance & Business Protection. -
Barclays Wealth
Financial Planning Manager
2010 - 2011Face to face financial planning advice on investments, pensions and life insurance to branch customers -
AXA Sun Life
Financial Planning Manager
2009 - 2010Face to face Financial Planning advice to customers of Britannia Building Society. -
Bank of Scotland
Client Manager
2006 - 2008Wealth Management role advising clients on Inheritance Tax Planning, Pension Transfers and Annuities. -
Barclays Wealth
Financial Planning Manager
2004 - 2006Face to face financial planning advice on investments, pensions and life insurance to branch customers -
Friends Provident
Team Manager
1990 - 2004Many years doing various back office roles including Admin, Servicing, Underwriting, Full Time Training and in the latter years, running teams of administrators.
Qualifications
Full CII Financial Planning Certificate
CII Mortgage Advice Qualification
Interests and Hobbies
Film, Music, TV, Football, part time taxi service for my 2 boys
