Leeds, United Kingdom
Senior Independent Financial Consultant at Clayton Holmes Naisbitt Financial Consultancy LLP
Financial Services
Experience
Clayton Holmes Naisbitt Financial Consultancy LLP July 2010 - Present
Zurich Intermediary Group January 2009 - July 2010
Barclays Wealth August 2001 - January 2009
Skills
Corporate Finance, Funding, Critical Illness, Change Management, FX Options, Customer Service, Retirement, Financial Advisory, Pensions, Coaching, New Business Development, Investment Strategies, Estate Planning, Recruiting, Loans, Savings, Financial Regulation, High Net Worth..., Risk Management, Inheritance Tax Planning, Credit, Wealth Management, Mutual Funds, Business Strategy, Insurance, Fixed Annuities, Investment Banking, General Insurance, Asset Managment, Management, Portfolio Management, Investments, Income Protection, Banking, Business Planning, Relationship Management, Equities, Retail Banking, Mortgage Lending, Investment Advisory, Financial Planners, Protection, Finance, Financial Services, Wealth, Budgets, Wealth Management..., Private Banking, Strategic Financial..., Retirement Planning