Hereford, United Kingdom
Pension Guidance Specialist at Citizens Advice
Insurance
Education
Home study
IFS school of finance, Financial Planning and Services
Lady Hawkins grammar school & sixth form
Experience
Citizens Advice February 2015 - Present
Tony Catchpole Consultancy Ltd September 2010 - Present
AXA Wealth October 2010 - May 2013
Lloyds TSB Bank plc 2004 - March 2010
Lloyds Bank 1995 - 2004
Lloyds Bank 1977 - 1995
Skills
Strategy, Performance Management, Relationship Management, Business Strategy, Life Insurance, Investments, Financial Risk, Residential Mortgages, Financial Markets, Stakeholder Management, Strategic Financial..., Pensions, Income Protection, Credit Risk, Credit, Funding, Private Banking, Branch Management, Risk Management, Retirement, Retail Banking, Sales Management, Financial Advisory, Credit Analysis, Investment Advisory, Wealth, Business Development, Wealth Management..., Coaching, Management, Banking, Financial Analysis, Change Management, Business Transformation, Savings, Financial Planning, Mortgage Lending, High Net Worth..., Bancassurance, Portfolio Management, Insurance, Financial Services, Finance, Inheritance Tax Planning, Retirement Planning, Business Planning, Wealth Management, Critical Illness