Tonbridge, United Kingdom
Area Director, Ashcourt Rowan & Chartered Financial Planner
Financial Services
Education
Uckfield Community College 1978 — 1985
Maths, English, Economics, Chemistry, French, Physics, Geography, Sociology
Experience
Ashcourt Rowan April 2014 - Present
Royal Bank of Scotland Group April 2011 - April 2014
Royal Bank of Scotland April 2005 - April 2011
NatWest Bank July 1998 - April 2005
Nat West July 1994 - July 1998
Nat West October 1991 - July 1994
Prudential Assurance May 1989 - October 1991
Sainsburys Supermarkets Ltd August 1985 - October 1989
Russell de Ville October 1988 - May 1989
Skills
Commercial Banking, Inheritance Tax Planning, Private Banking, Financial Planning, Financial Services, High Net Worth..., Cross Selling, Investment Banking, Financial Markets, Mutual Funds, Mortgage Lending, Banking, Retirement Planning, Bonds, Financial Risk, Income Protection, Risk, Operational Risk, Strategy, Asset Allocation, Financial Advisory, Credit Analysis, Strategic Financial..., Pensions, Investment Advisory, Loans, Estate Planning, Wealth Management, Sales Management, Critical Illness, Asset Management, Risk Management, Portfolio Management, Wealth, People Management, Investment Management, Funding, Relationship Management, Investment Strategies, Operational Risk..., Retail Banking, Investments, Management, Structured Products, Financial Advice, Savings, Credit, Finance, Wealth Management..., Credit Risk