Leeds, West Yorkshire, United Kingdom
Independent Financial Adviser self employed
Financial Services
Education
Demontfort University 1999 — 2003
BCc (Hons), Pharmaceutical & Cosmetic Sciences, 2:1
Roundhay School 1992 — 1999
Experience
The Chambers Partnership October 2013 - Present
Transglobe January 2013 - September 2013
AXA Advisors April 2012 - January 2013
HSBC December 2008 - April 2012
HSBC August 2006 - December 2008
Skills
Personal Finance, Banking, Long-term Care, Loans, Independent Financial..., Income Protection, Personal Financial..., Estate Planning, Relationship Management, Investments, Inheritance Tax Planning, Critical Illness, Investment Strategies, Asset Allocation, Savings, CeMap Qualified, Protection, Holistic Financial..., Investment Advisory, Retirement Planning, Wealth, Life Insurance, Personal Pensions, High Net Worth..., Mortgage Marketing, Mutual Funds, Residential Mortgages, Financial Risk, Risk Management, Fixed Annuities, Financial Advisory, CeMAP, SIPP, Investment Management, Wealth Management, Wealth Management..., Funding, Pensions, Portfolio Management, Retirement, Mortgage Lending, Private Banking, Financial Planners, Equity Release, Retail Banking, Retirement Savings, Bonds, Financial Services, Term Life Insurance, Wealth Accumulation