Redbourne, North Lincolnshire, United Kingdom
Professional Financial Advisor at Lighthouse Financial Advice
Financial Services
Education
The Chartered Insurance institute 2012 — 2013
Level 4 diploma, Financial Planning and Services
2000 Grimsby College,City and Guilds 1992 — 1993
GCSE level Passes, Information Technology; English; Mathematics, Science modules, Computer Studies, Geography
Experience
Lighthouse Financial Advice October 2014 - Present
Grey Oak Financial Services August 2013 - Present
santander October 2008 - August 2013
Santander UK August 2008 - August 2013
hbos April 2008 - October 2008
LloydsTSB Bank January 2001 - January 2008
Manpower Employment Services January 2000 - January 2001
Ward Roofing Ltd January 1994 - January 2000
Skills
CeMAP, Mutual Funds, Wealth Preservation..., QROPS, Retirement Planning, Income Protection, Wealth, Asset Management, Structured Products, Unit Trusts, Relationship Management, Wealth Accumulation, Certified Financial..., Investments, Savings, SIPP, Portfolio Management, Financial Services, Trusts, Residential Mortgages, Saving for Education, Holistic Financial..., CeMap Qualified, Personal Pensions, High Net Worth..., Retirement Savings, Financial Advisory, Mortgage Marketing, Inheritance Tax Planning, Private Banking, Bonds, Pensions, Critical Illness, Fixed Income, Protection, Independent Financial..., Investment Advisory, Retail Banking, Personal Financial..., Pension Funds, Retirement, Strategic Financial..., Financial Planners, Financial Planning, Wealth Management..., Fixed Annuities, Wealth Management, Series 7, Investment Management, Life Insurance