Cheadle Hulme, Greater Manchester, United Kingdom
Independent Financial Adviser at Positive Solutions
Financial Services
Education
The Chartered Insurance Institute/The Securities and Investment Institute 2007 — 2012
Diploma in Financial Planning, Financial Planning and Services, Pass
Putteridgebury Management College 1993 — 1995
Diploma in Management Studies, Business Administration and Management, General, Credit
Experience
Positive Solutions May 2014 - Present
Chase de Vere May 2012 - May 2014
Kidd and Co (IFA) Ltd January 2010 - May 2012
Edward Jones April 2008 - January 2010
Expatriate Roles Spain July 2004 - March 2008
TOTAL June 1998 - June 2004
Shell July 1980 - May 1998
Skills
Financial Planning, High Net Worth..., Alternative Investments, Savings, Wealth, Investment Advisory, Planning, Pensions, Portfolio Management, Income Protection, Unit Trusts, Bonds, Long-term Care, Trusts, Wealth Preservation..., Retirement Income..., Estate Planning, Retirement, Stocks, Financial Advice, Retirement Planning, Annuities, Term Life Insurance, Asset, Retirement Solutions, Long Term Care, Personal Finance, Mortgage Protection, Asset Management, Protection, Wealth Accumulation, Wealth Preservation, Investments, Investment Strategies, Private Wealth..., Asset Allocation, Portfolios, Life Planning, Securities, Critical Illness, Inheritance Tax Planning, Wealth Management, Financial Advisory, Insurance Planning, SIPP, Money, Key Person Insurance, Insurance, Investment Products, Mutual Funds