Carlisle, United Kingdom
Director at Financial Concepts Chartered Financial Planners
Financial Services
Education
Northumbria University 2006 — 2007
Postgraduate Diploma in Management Studies, Business Administration and Management, General
Falkirk University 2000 — 2003
Associateship of the CIBS, Banking, Corporate, Finance, and Securities Law
Annan Academy 1990 — 1998
Eastriggs Primary School
Experience
Bulmans (Carisle) Ltd June 2007 - Present
Financial Concepts Chartered Financial Planners August 1998 - Present
Skills
Inheritance Tax Planning, Income Protection, Wealth, Investment Strategies, SIPP, Protection, Money, Pension Funds, Mortgage Marketing, Wealth Accumulation, Asset Management, Critical Illness, Income, Business Planning, Savings, Financial Services, Negotiation, Wealth Management..., Real Estate, Financial Planners, Retirement, Property, Term Life Insurance, Strategic Planning, High Net Worth..., Fixed Annuities, Account Management, Bonds, Alternative Investments, Equity Release, Portfolio Management, Lettings, Financial Advisory, Pensions, New Business Development, Business Strategy, Independent Financial..., Landlords, Investment Advisory, Marketing Strategy, Strategic Financial..., Sales Management, Investments, Life Insurance, Wealth Management, Retirement Planning, Long-term Care, Residential Mortgages, Commercial Lending, Estate Planning