Kaye Mullen

Experience

• 

  Standard Life

  Jan 1988 - Jan 1998

  Personal Financial Consultant
• 

  Aviva plc

  Jan 1998 - Jan 2003

  Senior Financial Consultant
• 

  Lifelong Financial Services Ltd

  Jul 2004 - Jan 2009

  Director/Owner
• 

  MPH Training & Conference Centre

  Apr 2009 - Feb 2011

  Centre Manager

  My role at MPH is to develope and maintain new and existing relationships with clients. Promoting the training and conference centre to increase the client base and turnover. I manage all aspects of running the centre, including managing the team of staff.

• 

  Newcastle Financial Services Ltd

  Feb 2011 - Jan 2017

  Senior Financial Planning Manager
• 

  Sage Wealth Management Limited

  Jan 2017 - now

  Senior Wealth Manager

  I have worked in Financial Services for over 25 years for some of the most recognised insurance providers and high street building societies, providing a professional holistic approach to financial planning.My advice covers all areas of wealth management including retirement planning, wealth protection, inheritance tax planning, savings and investment planning. Full details of our advice service are available on our website www.sagewm.co.ukAs a Partner Practice of St. James's Place Wealth Management, my focus is on maintaining a long term relationship with my clients and providing them with a professional and trusted advice service. Show less