Adam Carr B.A. M.A Chartered ALIBF

Experience

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  Zurich Financial Services

  Nov 2003 - Apr 2006

  Sales and Service Agent

  working for Zurich I was tasked with both servicing and selling client's various insurance policies, worked here full time after graduating from my Bachelors Degree and then part time whilst studying for my Masters Degree.

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  The Co-operative Banking Group

  Apr 2006 - May 2007

  Financial Adviser

  As this was my first position working in regulated financial advice I was obliged by the FSA to begin formal qualifications therefore whilst working I had to split my time between the day to day tasks plus self study time. This role focused again on achieving stretching sales targets however I was not situated within a branch and instead worked from home by visiting clients at their place of work or in their own home.Key achievements:Achieved CeFA's 1 and 2 whilst working full-time.Consistently achieved personal and the branch quarterly targets. Show less

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  Lloyds Banking Group

  May 2007 - Mar 2011

  Financial Adviser

  The Primary function of my current role is the delivery of stretching targets with regard my individual performance and that of the branch in which I work. Furthermore as I am the only FSA regulated sales specialist in the branch a large part of my time is dedicated to managing, coaching and developing other members of staff to ensure that the achieve their own targets with regard to the referral of business. As a senior member of staff within the branch I also have responsibilities with regard risk and staff members well being. Key achievements:• Promoted 2 sales grades within first 9 months of employment with LloydsTSB.• Consistently achieved personal and branch quarterly targets.• Worked with one particular member of staff, who was on various coaching and development plans and helped them move for 63% performance to over 120% within 6 months.• Was selected to sit Bancassuarnce Induction Coach Exams, this then qualified me to be able to train no entrants to the industry.• Achieved Competent Adviser Status (CAS). Show less

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  LloydsTSB, Haarlem

  Mar 2011 - Apr 2012

  Operations Assistant Manager

  The function of the operations department is dealing with both international, domestic and treasury payments. The tasks and duties within this role are very varied on a day to day basis broadly I help with managing the team (signing off liquidity payments, authorising international payments).As we work closely with the office in London as we ensure they hold the regulatory required liquidity with regards there Euro position. I also work very closely with the other departments within the office for instance the risk function to ensure that everything is documented to a standard that will satisfy any potential audit which may take place. The role stretches further into more accountancy bases functions, for instance I am also solely responsible for the reconciliation of the accounts that our department is charged with managing. Show less

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  Worldwide Broker

  Mar 2012 - Jun 2018

  Financial Adviser

  Worldwide Broker is currently the only regulated fully independent financial service provider operating within the Netherlands. I meet with existing and prospective clients and provide bespoke specially tailored for the ex-pat market, a key aspect of our services is advising on investments and savings into the offshore markets. As we are an independent company we also offer unbiased advice on the full range of financial products from savings, investments, protection, mortgages through to retirement preparation and planning. Show less

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  Blacktower Financial Management (International) Limited

  Jul 2014 - Jun 2018

  Financial Adviser

  The Blacktower Group was formed in 1986 to provide independent wealth management advice and a bespoke service for both individual and corporate clients.Having celebrated 30 years in business, our independent financial advisers continually keep pace with the changing needs of our customers, regulations and legislation. They are led by our Group Managing Director, John Westwood, one of the founders of the firm.In 1996, Blacktower expanded offshore and opened its first office in the Algarve, Portugal during 2000. Blacktower Financial Management (International) Ltd (BFMI) was formed in 2003 and incorporated in Gibraltar, where the BFMI Head Office is situated. BFMI now has offices throughout Europe and is continuing with its expansion programme. Our International Head Office is located in Gibraltar and our UK Office in Surrey.The world of investment and financial planning services is complex, even if you are financially aware, and finding the right products is time consuming. That’s why we are here. With our knowledge and expertise we can save you time, money and bring you peace of mind.We want to help you achieve your financial aspirations, and realise some dreams. So we’re there for you at all the key moments in your life. We believe our role is to listen and understand your needs. Then we use our experience to find the right products for your circumstances, personal or business, home or abroad.We guarantee, whatever financial planning services you require, you’ll get the same high level of professionalism and attention. We also have Consultants throughout our offices in Europe who as well as speaking English, also speak Spanish, Swedish, Danish, Norwegian, French and Italian. Show less

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  Charles Derby

  Jun 2018 - Jan 2020

  Pension Transfer Specialist & Financial Adviser

  Charles Derby is the UK's fastest growing financial advisory business with over 400 advisers across the United Kingdom.I work with customers advising all aspects of their financial planning, from tax efficient savings, protection, retirement planning and investment business.I also specialise in advising options around guaranteed pension benefits such as transfering final salary pensions.Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.Tax treatment varies according to individual circumstances and is subject to change.To ensure that we can meet our client obligations now and into the future, we recognise the need for and have the strength in depth to meet the financial and resourcing challenges that can hit any business. We operate with no debt, own our head office and also have the support of one of the UK’s biggest Financial Advisory Networks – Intrinsic Financial Services. Show less

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  Quilter Financial Advisers

  Jan 2020 - May 2021

  Pension Transfer Specialist and Financial Adviser

  Quilter Financial Advisers was previously Charles Derby: ‘Quilter Financial Advisers rebranded from Charles Derby in January 2020.I provide financial advice on services that include:-Personal Pension Planning-Defined Benefit ( Final Salary) Pension Advice -Designated Pension Transfer Specialist-Divorce Financial Planning-SSAS (Small Self Administered Schemes)-Investments-Offshore Investments-ISAs-Inheritance Tax Planning-Trust Planning-Mortgages-Group Pension/Auto Enrolment-Corporate Protection-Life Assurance-Income Protection-Critical IllnessThe value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people. Show less

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  Carr Financial Planning, an Associate Partner of St. James's Place Wealth Management.

  Jun 2021 - now

  Director

  I am the Director of Carr Financial Planning, an Associate Partner Practice of St. James's Place Wealth Management and I have more than 15 years experience in the financial industry.As a Chartered Financial Planner, I provide financial advice on services that include:-Personal Pension Planning-Defined Benefit ( Final Salary) Pension Advice-FCA Designated Pension Transfer Specialist-Divorce Financial Planning-SSAS (Small Self Administered Schemes)-Investments-Offshore Investments-ISAs-EIS/VCT-Inheritance Tax Planning-Trust Planning-Mortgages-Equity Release-Long Term Care Advice-Group Pension/Auto Enrolment-Corporate Protection-Life Assurance-Income Protection-Critical IllnessCarr Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The title 'Partner Practice' is the marketing term used to describe St. James's Place representatives. Show less