Tonbridge, United Kingdom
Pension Transfers & Technical Advice
Financial Services
Education
Chartered Insurance Institute 1985 — 1999
ACII & FPFS, Insurance & Financial Advice
Godalming VIth Form College 1981 — 1983
Physics, Chemistry, Biology
Glebelands Cranleigh 1975 — 1981
O Levels
Experience
HDC June 2002 - Present
CII March 1999 - May 2006
IFS - Institute of Financial Services July 2004 - March 2006
SII (Securities Institute) November 2002 - March 2006
Berry Birch & Noble February 2000 - August 2001
NPI July 1998 - December 1999
Caroline Banks & Associates May 1995 - June 1998
Pensions Associates Ltd October 1991 - May 1995
Crown Financial Management September 1985 - October 1991
Skills
Small Business, Pension Administration, Financial Planners, FSA, Insurance, Critical Illness, Finance, Business Planning, Mortgage Lending, Pension Transfers, Marketing, Financial Risk, Fixed Annuities, Mutual Funds, SIPP, Investment Advisory, Coaching, Employee Benefits, Strategic Financial..., Relationship Management, Risk Management, Pension Funds, Technical Support, Pensions, Defined Benefit, High Net Worth..., Wealth Management, Outsourcing, Retirement Planning, Actuarial Science, Articles, Drawdown, Investment Strategies, Savings, Banking, Estate Planning, Investments, Wealth, Restructuring