Branksome, Poole, United Kingdom
Independent Financial Planner
Financial Services
Education
CII - Chartered Insurance Institute 1996 — 2015
Diploma in Financial Planning
OCM - Oxford School of Coach and Mentoring 2010 — 2011
Certificate in Coach Mentoring
University of Portsmouth 2008 — 2010
MA, Sales Management
Brockenhurst College 1994 — 1996
Business Studies, Psychology, English Literature, English Language
La Retraite School 1989 — 1994
Qualifications
Experience
Headstart Financial Planning Ltd August 2011 - Present
Friends Provident 2005 - 2011
Friends Provident January 2001 - January 2005
Friends Provident January 1996 - January 2001
Thomas Cook January 1994 - January 1996
Skills
Wealth Management, Equity Release, SIPP, Pensions, Financial Planners, Sales Management, B2B, Personal Financial..., Investments, Financial Advisory, Account Management, Coaching, Investment Advisory, Critical Illness, Insurance, Financial Risk, Change Management, Retirement, Management, Mortgage Lending, Fixed Annuities, Income Protection, Retirement Planning, Life Insurance, Protection, Wealth, Employee Benefits, Mortgage, Team Building, Savings, Mortgage Marketing, Performance Management, Finance, Marketing Strategy, Team Management, Inheritance Tax Planning, New Business Development, Relationship Management, Strategic Financial..., CRM, Personal Finance, Mentoring, Business Planning, Team Leadership, General Insurance, Wealth Management..., High Net Worth..., Independent Financial..., Investment Strategies, Financial Planning