Telscombe Cliffs, East Sussex, United Kingdom
Compliance Consultant at TC Compliance Services Ltd
Financial Services
Education
CII 1996 — 2014
Diploma in Financial Services, Financial Services
Chartered Institute of Bankers 1996 — 1996
Passes in Accountancy, Economics and investment modules of ACIB, ACIB banking
Erith College of Technology & Higher Education 1980 — 1982
Business Education Council - National Diploma, Business Studies
St Joseph's Academy 1973 — 1980
GCE "O" Levels, English Literature; English LanguageItalianFrenchMathematicsPhysicsChemistryGeography
Experience
TC Compliance Services Ltd April 2011 - Present
True Potential LLP April 2011 - April 2015
BUPA International September 2012 - February 2013
CDP Federation September 2011 - September 2012
Managing Partners Capital Ltd January 2010 - May 2011
Tony Catt Independent Financial Adviser August 2000 - December 2009
Blacktower Financial Management April 1999 - August 2000
Simpsons of Brighton IFA January 1997 - March 1999
Halifax Property Services March 1995 - December 1997
Arun Estates March 1994 - March 1995
Skills
Asset Management, Investment Strategies, Team Leadership, Retirement, Strategic Planning, Pension Transfer..., Consultancy, Customer Relations, Financial Advisory, Estate Planning, Risk, Wealth, Annuities, Coaching, Mortgage, Wealth Management, Funding, Protection, Team Building, Administration, Mentoring, Business Planning, Portfolio Management, Risk Management, Investments, Business Strategy, Banking, Analysis, Small Business, Social Media, Insurance, Problem Solving, Change Management, People Management, Budgeting, Start-ups, Planning, Account Management, Financial Planning, Sales Management, Customer Service, New Business Development, Marketing Strategy, Savings, Pensions, Employee Benefits, Retirement Planning, Performance Management, Investment Advisory, Compliance