Location
Sandwell, Sandwell, United Kingdom
Work
- Senior Business Support Manager @ Quilter Financial Advisers
- Financial Planning Consultant @ Quilter Financial Advisers
- Financial Planning Consultant and Firm Development Coach @ Charles Derby
- Financial Adviser @ Lloyds Banking Group
- Financial Adviser @ Barclays
- Savings and Investment Adviser @ Lloyds Banking Group
Education
- Institute of Financial Services
Level 4 Diploma in Financial Advice
2010 - 2011 - Chartered Insurance Institute
Certificate of Financial planning (Financial Planning and Services)
1999 - 2002 - Bablake School Coventry1972 - 1979
Skills
- Protection Planning/family Security
- Financial Planners
- Strategic Financial Planning
- Investments
- Business Relationship Management
- Personal Financial Planning
- Financial Advisory
- Relationship Management
- Wealth
- Investment Strategies
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