Ardrossan, North Ayrshire, United Kingdom
Financial IFA, Suddenly Single Money, EmotionalMoneyMentor.Collabotatively Trained. ASB Award 2013.
Financial Services
Education
Bearsden Academy 1971 — 1976
Experience
Suddenly Single Money January 2012 - Present
Lynn Burns Financial Services 2010 - 2012
Bank of Scotland 2006 - 2009
Giles Insurance Brokers 2005 - 2006
Marshall Ewart and Graham 2004 - 2005
William Lockhart and Company 2001 - 2004
WIFAS 2000 - 2001
Royal Bank of Scotland April 1991 - November 2000
Cornhill Insurance June 1978 - March 1991
Skills
T&C supervisor, Strategic Financial..., Critical Illness, Inheritance Tax Planning, Mortgage Lending, Business Strategy, Wealth Management..., Long-term Care, Equity Release, Fixed Annuities, Asset Managment, Income Protection, Portfolio Management, Financial Advisory, Investment Management, SIPP, Savings, Personal Counselling, Residential Mortgages, Investment Advisory, Reiki, Pensions, NPL Master Practitioner, Personal Finance, Financial Planners, Retirement, Insurance, Protection, Independent Financial..., Wealth Management, Investment Strategies, Retirement Planning, High Net Worth..., Estate Planning, Asset Allocation, Public Speaking, Public Seminars, Financial Regulation, Trusts, Investments, Financial Planning..., Asset Management, Holistic Financial..., Wealth, Crisis Counselling, Financial Services, NLP Master Practioner, NLP, Funding, Life Insurance