Tony Dowrick DipCRM DipFA CeMAP

Tony Dowrick DipCRM DipFA CeMAP

Student

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location of Tony Dowrick DipCRM DipFA CeMAPSwansea, Wales, United Kingdom

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  • Timeline

  • About me

    Financial Planning Manager and Commercial Lending Broker

  • Education

    • University of Wales, Swansea

      1985 - 1987
      BTEC HND with distinction Business and Finance

      Activities and Societies: HND in Business and Finance

  • Experience

    • Student

      Jan 1985 - Jan 1987
      Student
    • NatWest Bank

      Jan 1988 - Jan 2008
      Business Development Manager

      Worked throughout South Wales serving clients via a network of brokers who provided introductions for commercial finance solutions.

    • Santander Corporate Banking

      Jan 2008 - Jan 2014
      Business Relationship Director

      Worked at RBS for 20 years before joining Santander Business Banking in Jan 2008. Qualified Relationship Manager dealing with broad range of SME's assisting & providing advice on banking products and services including savings and commercial lending.tony.dowrick@santander.co.uk

    • Swansea Bay Business Club

      Sept 2009 - Dec 2017
      Treasurer

      Founded in 1949, Swansea Business Club is a prestige network for business people with the aim of promoting opportunities in Swansea and the surrounding areas. We arrange regular social events to enable members to meet and discuss issues of common interest. New members always welcome. Please visit website for more details - www.swanseabusinessclub.com

    • Finance Wales

      Jan 2014 - Jan 2015
      Investment Executive

      Finance Wales offers a range of investment solutions. The availability of funds and our flexible approach makes us a supportive funding partner in the SME space.We are one of the UK's largest SME investors with funds under management of £400 million. It was established by the Welsh Government in 2001 and provides venture capital and private equity funding to businesses throughout Wales. My role is to originate, appraise and structure new investment opportunities to assist SME's in achieving their goals and this often works alongside conventional Bank finance. Investments can be made on a debt, equity or mezzanine basis depending on the needs of the client. Show less

    • WATERMARK FINANCIAL PLANNING LIMITED

      Jan 2015 - Feb 2018
      Financial Planning Manager & Commercial Lending Adviser

      Watermark Financial Planning are a market leading firm providing financial advice to businesses and members of the public throughout the UK.With a head office in Swansea and further offices in the historic towns of Chepstow (Monmouthshire) and Henley-in-Arden (Warwickshire), we offer a relaxed, discreet environment in which to discuss your requirements and take pride in the fact our business grows primarily from the recommendations of existing clients.With extensive experience of the financial services sector, the qualified team at Watermark bring a wealth of combined experience from investments, pensions, protection, mortgages and taxation through to banking and independent financial services.The commercial services team at Watermark is headed by Tony Dowrick.Tony has over 25 years experience working in the Financial Services sector and heads up the commercial division offering whole of market financial products aimed at the commercial sector. Over the last 8 years, the financial landscape has changed considerably and with it, there have been wholesale changes to the way businesses access financial support.At Watermark, we look at the ‘whole-of-market’ to identify products that meet the needs of our clients enabling us to provide a competitive financial solution.Our approach is to meet with business clients and undertake a thorough corporate review seeking to understand the business objectives, current financial situations and overall business aspirations. We then look at the best products available to meet your needs and with our extensive market knowledge and experience; we will tailor a financial solution that is the best fit.The commercial products and services we offer include:•Commercial Mortgages•Property Investment•Development Finance•Bridging Finance•Cashflow Finance•Equity Finance•2nd Charge Secured Loans•Mortgage Advice•Buy to Let Mortgages Show less

    • Mumbles Cricket Club

      Oct 2015 - now
      Sponsorship Manager

      As well as being an active player for Mumbles Cricket Club I have taken on the role of Sponsorship Manager to attract new and retain existing sponsors.Mumbles CC was formed in 1925 and is an ECB accredited Club with 3 Senior League Teams, 7 Junior League Sides and a thriving Mini Cricket Section. Our 1st X1 and 2nd X1 teams play in the top tier South Wales Premier League.We have a licensed Clubhouse, Sky Sports on 2 large screens and expansion plans for a new function room to enhance the impressive facilities already on offer.Please contact me to discuss sponsorship packages available if you are interested in being part of a successful local sporting organisation. Show less

    • CATHEDRAL FINANCIAL SERVICES LLP

      Jun 2019 - now
      Financial Planning Manager
  • Licenses & Certifications

    • Certificate in Mortgage Advice and Practice (CeMAP)

      Institute of Financial Services
      Dec 2015
    • Diploma in Financial Advice (DipFA)

      Institute of Financial Services
      May 2015
    • Diploma in Customer Relationship Management (Dip CRM)

      Institute of Financial Services
      Jan 2004
  • Volunteer Experience

    • Sponsorship Manager

      Issued by Mumbles Cricket Club on Oct 2015
      Mumbles Cricket ClubAssociated with Tony Dowrick DipCRM DipFA CeMAP
    • Treasurer

      Issued by Swansea Bay Business Club on Sept 2009
      Swansea Bay Business ClubAssociated with Tony Dowrick DipCRM DipFA CeMAP