Wolverhampton, United Kingdom
IFA & Mortgage Specialist►Buy To Let►HMO►Commercial Finance►Shareholder & Business cover►Critical Illness►AutoEnrolment
Financial Services
Education
ifs University College 2014 — 2015
Advanced Financial Advice, Financial Planning and Services, Diploma
Our Lady & St Chad 1983 — 1990
History, Maths, Physics
Experience
Acorn to Oaks Financial Services Ltd February 2012 - Present
DB Knowledge Consultants September 2011 - February 2012
The Mortgage Bureau 1995 - 2011
HM Revenue & Customs December 1990 - October 1995
Skills
Refinance, Income Protection, Term Life Insurance, Commercial Lending, Risk Management, Group Medical, Relationship Management, Wealth, Savings, Commercial Mortgages, Residential Homes, Loans, Value Stream Mapping, Mortgage Lending, Critical Illness, General Insurance, Retail Banking, Operational Excellence, Financial Services, HMO, Insurance, Business Process..., Personal Protection, Life Insurance, Small Business, Financial Risk, Wealth Management, Whole Life, Pensions, Business Transformation, Health Insurance, Financial Planners, Bridging, Kaizen, Change Management, Financial Advisory, Banking, Buy to Let, Kaizen Facilitation, A3, Financial Planning, Strategic Financial..., Operations Management, Group Life, Investments, Remortgage, Stakeholder Management, Residential Mortgages, Business Process Mapping, Process Improvement