Cardiff, United Kingdom
Director and Chartered Financial Planner at Moneymappers
Financial Services
Education
UWE 1985 — 1988
business and finance, Marketing/Marketing Management, General
Broadlands
A levels
University of the West of England
Business Studies with Finance, Marketing HR and People development
Experience
Moneymappers April 2014 - Present
WPS financial group; WPS wealth February 2009 - Present
NPC August 2008 - Present
AFL December 2011 - August 2013
MFL September 2010 - October 2011
Moneypilot January 2006 - August 2008
Principality Building Society 2003 - 2006
Peter Alan Ltd 2003 - 2004
Aviva/NU/CGU/Commercial union 1983 - 2003
Commercial Union 1995 - 2000
Skills
Proposition Development, Insurance, Finance, Financial Risk, Retail Banking, Estate Planning, Inheritance Tax Planning, Pensions, Investment Management, Savings, High Net Worth..., Residential Mortgages, Critical Illness, Income Protection, Retail, Business Development, Risk Management, Financial Services, Marketing, Asset Allocation, Mortgage Lending, Change Management, Governance, Relationship Management, Asset Management, Investment Advisory, Life Insurance, Retail and Commercial FS, Financial Advisory, Wealth, Online Marketing, Wealth Management, Investments, Retirement Planning, Strategic Financial..., TCF, Portfolio Management, Wealth Management..., Investment Strategies, Commercial Real Estate, TCF and T&C, Stakeholder Management, Retirement, T&C, Strategic Planning, Funding, Strategy, Protection, Asset Managment, SIPP