Jeremy Forster Cert CII

Experience

• 

  Bradford & Bingley

  Jan 1999 - Mar 2005

  Running the South of the network in relation to wealth advice provided by teams of financial advisers throughout the area. Focus on balancing productivity with compliance Providing leadership and direction to all retail and estate agency branches with the Birmingham trading area with full P&L responsibility which culmintated in a year-on-year P&L profits increase of 23% per annum over the period

  • Sales Director

    Jan 2001 - Mar 2005

  • Area Director

    Jan 1999 - Jan 2001
• 

  Premier Property Maintenance

  Mar 2005 - Apr 2008

  Proprietor

  Having desired a break from senior management within the financial services arena, I developed a company providing complete refurbishment solutions for domestic clients. Company was a new start and was sold in January 2008 to the sub team working with me on developments due to a desire to return to financial services at adviser level

• 

  Halifax

  Apr 2008 - Oct 2012

  Financial Adviser

  Providing advice to the banks client base and generating additional business opportunities. National Adviser of the Year in 2010 (from 1200+ advisers)

• 

  Lloyds Banking Group

  Nov 2012 - Jun 2019

  Private Banking & Advice Manager

  Advising higher net worth individuals on all aspects of personal financial planning including IHT solutions. Providing bespoke solutions to high turnover corporations, particularly for key person protection and Director Share Purchase

• 

  St. James’s Place Wealth Management

  Sept 2019 - now

  JNF Wealth Management Associate Partner Practice