Peterborough, United Kingdom
Professional Financial Adviser at Lighthouse Financial Advice
Financial Services
Education
CII/PFS 2010 — 2011
Diploma in Regulated Financial Planning, CF1, CF2, CF3, R01, R02, R03, R04, R06, DipPFS
University of Mannheim 2006 — 2006
KAM Academy, Key Account management
Spalding Grammar School 1980 — 1985
Experience
Lighthouse Financial Advice June 2014 - Present
Founding Partner at Sandringham Financial Partners October 2012 - June 2014
Skills
Market Analysis, Cross-functional Team..., Sales Growth, Client Development, Account Management, Pricing, Income Statement, Marketing Strategy, Financial Planning, Negotiation, Team Building, Team Management, Finance, Product Development, Team Leadership, National Account Sales, Contract Negotiation, Client Engagement, Business Strategy, Sales Operations, International Sales, Retail, New Business Development, Market Planning, Solution Selling, Product Marketing, P&L Management, Operations Management, Manufacturing, Sales Management, Direct Sales, Strategic Financial..., National Accounts, Sales, Customer Presentations, Pricing Strategy, Key Account Development, Key Account Management, Customer Engagement, Sales Process, Market Research, B2B, Sales Presentations, Business Planning, National Account..., Client Relationship..., Competitive Analysis, Group Presentations, Forecasting, Management