David Roberts ACIB DipMAP

Experience

• 

  Barclays Plc

  Jan 1995 - Jan 1999

  Premier Banking Manager

  Developing face to face long term relationships with High Net Worth personal and corporate customers of the Bank.

• 

  Trinity Mortgage & Finance Co Ltd

  Mar 2001 - Jan 2011

  Managing Director

  Set up and managed an Independent Mortgage Brokerage in South Liverpool offering independent advice on residential mortgages and Buy to Lets

• 

  Robinsons Chartered Financial Planners

  Jan 2011 - Oct 2013

  Mortgage Consultant

  Provide Independent Mortgage Advice to our existing clients and to the clients of Robinsons

• 

  Barclays Wealth

  Oct 2013 - Jul 2015

  Assistant Vice President

  Regional Mortgage Specialist for Barclays Private Banking based in Spinningfields, Manchester offering High Net Worth Mortgages of generally £1M+ across the North of England to clients of Barclays Wealth.

• 

  Barclays UK

  Aug 2015 - now

  Establish manage and develop a Portfolio of Intermediary Relationships in Merseyside and Cheshire to maximise customer satisfaction and Home Finance Performance. Establish, manage and develop a portfolio of Intermediary relationships in order to maximise customer satisfaction and Home Finance performance.

  • Business Development Manager - Vice President

    Jun 2020 - now

  • Business Development Manager - Vice President

    Aug 2015 - Jun 2020
• 

  Ex: Barclays UK

  Feb 2024 - now

  Ex Business Development Manager - now Retired