Sheffield, United Kingdom
Independent Financial Advisor at Pennine Independent Financial Advisers
Banking
Education
Chartered Insurance Institute 1998 — 2015
JO6, JO1, JO2, RO1. RO5, CMAP,FPC1,2,3- SPS- Diploma in Credit, PMI Certificate in Auto Enrollment, Financial Advice and Banking
University of Life 1969 — 2015
Degree in common sense and initiative, Life, 1st Class Honours
Broadway Grammar School 1980 — 1985
6 O'levels 2 A Levels
Experience
Pennine Independent Financial Advisers September 2015 - Present
Barclays Personal & Corporate Banking September 2014 - September 2015
Royal Bank of Scotland January 2013 - August 2014
Barclays Wealth and Investment Management 2014 - 2014
Royal Bank of Scotland Private Banking & Advice August 2011 - December 2012
Royal Bank of Scotland August 2009 - August 2011
Royal Bank of Scotland August 2005 - August 2009
Yorkshire Bank Financial Services June 2004 - August 2005
Woolwich Independent Financial Advisory Service August 2000 - June 2004
Cooperative Insurance Society February 1999 - August 2000
Skills
Fixed Income, Mortgage Lending, Wealth Management..., Investment Strategies, Bonds, Credit, Retail Banking, Financial Services, Mutual Funds, Investment Management, SIPP, Commercial Banking, Holistic Financial..., Small Business, Finance, Funding, Private Banking, Cross Selling, Savings, Banking, 15 Years client facing..., Inheritance Tax Planning, Retirement, Sales, Wealth Management, Asset Allocation, Pensions, Investment Banking, Relationship Management, Strategic Financial..., Credit Risk, Financial Advisory, Equities, Portfolio Management, Protection, Investment Advisory, Retirement Planning, Structured Products, Loans, High Net Worth..., Life Insurance, Management, Investments, Critical Illness, Training, Wealth, Financial Risk, Income Protection, Operational Risk, Asset Management