St Helens, Merseyside, United Kingdom
Private Clients Advice Manager at Lloyds Private Banking
Financial Services
Education
Financial Planning Standards Board 2013 — 2015
Certified Financial Planner (Level 6), Business and Personal/Financial Services Marketing Operations
Chartered Institue of Bankers in Scotland 2009 — 2011
CIOBS Dip IP (Level 5), Financial Planning and Services
The Chartered Institute of Insurers 2003 — 2006
FPC 1,2,3 SV1, MAQ, Financial Planning and Services
University of Leeds 2000 — 2003
Bachelor of Science (BSc), Biochemistry
Carmel Sixth Form College 1998 — 2000
Chemistry, Biology, Sports Science, General Studies., Biology, General
Experience
Lloyds Private Banking January 2015 - Present
Lloyds Banking Group July 2014 - January 2015
Lloyds Banking Group May 2011 - July 2014
Halifax May 2008 - May 2011
Halifax April 2006 - May 2008
Friends Provident February 2004 - March 2006
Legal & General May 2003 - February 2004
Skills
Investment Advisory, Retirement Planning, Savings, Retirement, Private Banking, Wealth, Critical Illness, Personal Finance, CeMap Qualified, Wealth Management..., Retirement Savings, Financial Risk, Financial Advisory, Banking, Bonds, High Net Worth..., Inheritance Tax Planning, Financial Planners, Investments, SIPP, Insurance, Estate Planning, Wealth Management, Pensions, Financial Services, Protection, Personal Financial..., Portfolio Management, Funding, Relationship Management, Stakeholder Management, Residential Mortgages, Asset Allocation, Mutual Funds, Financial Planning, Strategic Financial..., Life Insurance, Capital Markets, Risk Management, Investment Strategies, Finance, Retail Banking, Income Protection