Philip Edwards

Experience

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  Hugh J Boswell Limited

  Jan 1993 - May 2001

  Independent Financial Adviser

  Managed a team of financial advisers to achieve targets and service new and existing clients.

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  Howes Percival Solicitors/Trinity Financial Planning

  Jun 2001 - Feb 2004

  Independent Financial Adviser

  Joined a very busy financial services department to assist with the diverse needs from four offices. Transferred to Trinity under TUPE arrangements when it was formed to continue with the Howes Percival operation.Key AchievementsDeveloped improved quality and quantity of leads from Trusts and Estates and Personal Injury departments,Helped design innovative system to support drive to forge closer professional relationships with other professional practices with assistance from independent consultants. Show less

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  Clydesdale Bank

  Mar 2004 - May 2006

  Financial Planning Manager

  Recruited to work as part of a new team at Norwich to provide financial planning services to business customers. Also covered Cambridge, Bury St Edmunds and Peterborough business centres. Involved in establishing a presence in each of these areas, via seminars, company visits and corporate hospitality events.Key Achievements:Improved brand awareness and generated a profile for a "new" business,Integrated into the team to provide a consistent level of service to customers,Prepared and presented variety of seminars and managed feedback and follow-up Show less

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  Barclays Financial Planning

  Jun 2006 - Jan 2010

  Financial Planning Manager

  The business provides financial planning services for a wide range of needs, including investment, planning for retirement and estate planning. Responsible for assisting clients with establishing clear plans to achieve their objectives. Also responsible for preparing product solutions where appropriate, report-writing and tracking progress through use of computer systems. Role also involved working together with other specialists to cross-refer leads e.g. loan protection for local business customers. Working to deadlines and within team.Key Achievements:Coached team of new-to-role personal bankers and Premier bankers on benefits of financial planning to increase their awareness and help identify opportunities to increase sales,Developed a contact strategy with local business managers to ensure targets are met involving regular contact and updates, using phone and email,Increased business production in successive years Show less

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  Self-employed

  Feb 2010 - Jul 2011

  Business Development Consultant

  I launched card payment services in East Anglia in conjunction with Elavon,helping businesses save money on their debit and credit card transaction costs. Attracted business from major competitors due to levels of service and lower costs, also assisted businesses entering the card payment system for the first time.

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  Core Vehicle Solutions

  Aug 2011 - May 2012

  Business Development Manager

  A key development role for the company, responsible for building and maintaining relationships with SME's and other business clients. Consulted on managing costs for fleet managers on various terms.

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  Evolve Financial Solutions

  May 2012 - Feb 2013

  Financial Planner

  My role involved helping clients take control of their financial plans, to empower them to achieve their aims and objectives. I helped set up and maintain coherent plans that set goals and prioritises needs and wants. Also, as Evolve is authorised as an Independent Financial Adviser, I had the freedom to select and recommend the most suitable solutions from across the whole of the market. I have considerable experience, and can assist businesses and individuals.

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  Morgan Blake Solutions Limited

  Oct 2012 - Sept 2020

  Franchise Consultant

  I have built up various business connections and franchising is growing in popularity as a successful route for expansion for many businesses. My experience in advising business customers over many years and a good working relationship with Morgan Blake Solutions means that I can offer expert help and assistance to businesses seeking information on franchising. As a consultant, I can also guide the business through the process of evaluation through to implementation of the franchise and ongoing recruitment of franchisees. Cost control and personal assistance "every step of the way" are key elements that make Morgan Blake Solutions stand out in the franchising marketplace. Show less

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  Fortyhill Financial Solutions

  Feb 2013 - Nov 2016

  Independent Financial Adviser

  Fortyhill Financial Solutions is an Independent Financial Advisory Firm fully prepared for the new challenges facing financial advisers. My role was to assist clients to identify their financial goals and objectives, then help them put a plan into action to meet those targets. This may involve a better organisation of their existing affairs, or a thorough re-think of what really matters to them, both now and in the future.

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  Maid2Clean North and East Norfolk

  Apr 2015 - now

  Managing Director

  Operating 2 franchises connecting domestic cleaners with clients. Involves advertising for and interviewing prospective cleaners and checking references before introducing them to clients wanting good-quality cleaning. Clients attracted by online advertising of a strong brand in this market, backed up by insured cleaners and personal service. Residual income a strong feature of this franchise, which uses inter-personal skills learnt from experience in financial services. Looking forward to continuing to build a loyal client bank serviced by reliable and trustworthy cleaners. Send them my way! Show less

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  Your Legacy Solutions Limited

  Sept 2020 - Apr 2022

  Senior Legacy Planning Consultant AIPW

  Calling on over twenty years of experience we provide user-friendly and professional legacy planning. As well as arranging or updating your Will, where appropriate legacy planning aims to protect your assets from risks including the impact of care fees and Inheritance Tax, as well as tackling other key areas including planning for the ongoing care and maintenance of vulnerable children and adults.Your initial consultation is free of charge and can be arranged online, by phone or face-to-face as necessary. Please call me direct on 01603 987481 for more details or visit our website at www.yourlegacysolutions.co.uk. I am an Associate of the Institute of Professional Willwriters. Show less