Carl McHugh BA Hons DipPFS

Experience

• 

  Aviva Investors

  Jul 1989 - Nov 2000

  Business Consultant

  Providing help and support for a panel of IFAs via Aviva's range of financial planning products and services.(Originally General Accident that then became Norwich Union)

• 

  Prudential UK

  Nov 2000 - Nov 2001

  Pension Consultant

  Pension specialist providing help and support to a panel of IFAs.(Originally Scottish Amicable before being taken over by the Prudential)

• 

  Abrdn

  Nov 2001 - Sept 2008

  Account Manager

  SIPP specialist providing help and support to a panel of IFAs.

• 

  Zurich Insurance

  Sept 2008 - Oct 2013

  Regional Development Manager

  Growing and maintaining IFA relationships with support from the Zurich range of financial planning solutions.

• 

  Vitality

  Oct 2013 - Nov 2015

  Business Consultant

  Providing first class service supporting IFAs with protection and healthcare solutions.

• 

  My Pension Expert

  Apr 2016 - Oct 2016

  Pension Technician

  Primary responsibility to deal with new client leads looking to access their pension options in the At Retirement Market . Assist new clients in the At Retirement journey by discussing all options and associated risks and benefits through to Fact Find and adviser sign off.

• 

  Tudor Financial Limited

  Jan 2017 - now

  Wealth Advisor