Taunton, United Kingdom
at Invest Southwest, independent financial advisers in Taunton, Somerset
Financial Services
Education
Ladymead Comprehensive 1999 — 2004
Ladymead Comprehensive, Taunton 1979 — 1984
Experience
Invest southwest June 2013 - Present
AXA UK July 2006 - April 2013
Birmingham Midshires June 2000 - June 2006
Lloyds TSB April 2000 - June 2001
Pearl Assurance June 1999 - April 2000
Skills
Retail Banking, Wealth Management..., Relationship Management, Independent Financial..., Financial Services, Retirement, Protection, Residential Mortgages, Disability Insurance, Investment Strategies, Savings, Risk Management, Financial Regulation, Bonds, Investments, Fixed Annuities, Wealth, Wealth Management, Pensions, Strategic Financial..., Bancassurance, Life Insurance, SIPP, General Insurance, Critical Illness, Inheritance Tax Planning, Private Banking, Asset Allocation, Financial Planners, Mortgage Lending, Banking, Term Life Insurance, Investment Advisory, Holistic Financial..., Business Relationship..., AML, FSA, Asset Management, Retirement Planning, Mutual Funds, Equity Release, Financial Advisory, Finance, Insurance, Portfolio Management, Income Protection, Financial Risk, Personal Financial..., Funding, Investment Management