Sheffield, United Kingdom
Independent Financial Adviser at Positive Solutions
Financial Services
Education
Chartered Institute of Insurers
Chartered Institute of Insurers, Diploma In Financial Planning, Pass
Chartered Insurance Institute
CF2 Investment Principles & Risk, Pass
Institute of Financial Services
Certificate in Regulated Customer Care, Pass
Institute of Financial Services
Financial Planning Certificate, Financial Planning and Services, Pass
Institute of Financial Services
Certificate in Mortgage Advice & Practice, Pass
Penistone Sixth Form 1994 — 1996
Business Studies
Experience
AXA Advisors April 2007 - May 2013
Britannia Building Society April 2003 - April 2007
Banco Santander August 1998 - April 2003
Skills
Wealth, Loans, Investment Strategies, Financial Planners, Personal Financial..., Bancassurance, Insurance, Fixed Annuities, Finance, High Net Worth..., Savings, Retail Banking, Saving for Education, Wealth Management..., Critical Illness, Investment Advisory, Certified Financial..., Mortgage Lending, Superannuation, CRM, Life Insurance, Banking, Retirement Planning, Portfolio Management, Investments, Investment Management, Protection, Estate Planning, Retirement, Asset Management, Term Life Insurance, Financial Markets, Financial Risk, Income Protection, Trusts, Wealth Accumulation, Pensions, Risk Management, SIPP, Relationship Management, Mutual Funds, Asset Allocation, Private Banking, Wealth Management, Financial Advisory, Holistic Financial..., Strategic Financial..., Financial Services, Inheritance Tax Planning, Financial Regulation