Darwen, Lancashire, United Kingdom
Prior job Area Business Manager at AXA Wealth
Financial Services
Education
St Wilfrids School Blackburn 1981 — 1990
Diploma in Financial Advice
Experience
The Will Associates October 2013 - Present
AXA Wealth January 2005 - May 2013
Skills
Wealth Accumulation, High Net Worth..., Retirement Savings, Mutual Funds, Account Management, Sales, Term Life Insurance, Protection, Bancassurance, Asset Allocation, Private Banking, Portfolio Management, Pensions, Estate Planning, Investment Advisory, Stakeholder Management, Retirement Planning, Performance Management, Financial Risk, Business Relationship..., Customer Service, Sales Management, Financial Advise, Coaching, Wealth Management..., Team Management, Fixed Annuities, Management, Personal Financial..., Financial Services, Income Protection, Investments, Retail Banking, Risk Management, Leadership, Banking, New Business Development, Financial Advisory, Savings, Retirement, Relationship Management, Inheritance Tax Planning, Insurance, Investment Strategies, Mortgage Lending, Critical Illness, Wealth, Life Insurance, Wealth Management, Strategic Financial...