Samantha Thomsett

Experience

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  National Westminster Bank (Cornwall)

  Jun 1987 - Jun 1990

  Chief cashier

  Balancing the Branch Safe and Counter for 10 tills. Ordering and remitting money for the following week.

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  Cannon Lincoln (London)

  Jun 1990 - Jun 1991

  Tied Financial Adviser

  Advising clients on all aspects of finance from Investment Mortgage Plans, Bonds, ISA’s, Unit Trusts, Annuities and Pensions. Servicing existing clients

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  Irish Life (London)

  Feb 1992 - Aug 1992

  Tied Financial Adviser

  Advising clients on all aspects of finance from Investment Mortgage Plans, Bonds, ISA’s, Unit Trusts, Annuities and Pensions. Servicing existing clients

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  Prudential Insurance (Essex)

  Oct 1992 - Oct 1993

  Tied Financial Adviser

  Advising clients on all aspects of finance from Investment Mortgage Plans, Bonds, ISA’s, Unit Trusts, Annuities and Pensions. Servicing existing clients

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  Halifax Building Sociey

  Nov 1993 - Mar 1999

  Tied Financial Adviser

  • 232% of my annual Target in First Month of Sales In Halifax• Top 10 Club Regularly achievedAdvising clients on all aspects of finance from Investment Mortgage Plans, Bonds, ISA’s, Unit Trusts, Annuities and Pensions. Servicing existing clientsProject Manager January 96 - June 96 Compliance Unit in Leeds – Compliance training and running a team of 6.

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  John Charcol (Surrey)

  Mar 1999 - Feb 2000

  IFA

  Advising clients on all aspects of finance from Investment Mortgage Plans, Bonds, ISA’s, Unit Trusts, Annuities and Pensions. Servicing existing clients

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  Protection & Investment (Hampshire)

  Jun 2000 - Sept 2001

  Business Development Manager IFA

  Initial setting up and running of a corporate Business Department. Increasing the Company Public profile within Hampshire.Organisation of Presentations to National Companies, Accounts and Smaller Businesses’. This included Group Personal Pensions, Stakeholder Pensions and Corporate Financial Planning. Long Term Care Seminars

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  Contract ParaPlanner

  Sept 2001 - Jan 2006

  Paraplanner

  Events, Exhibitions, Purchasing, Invoicing, IFA Support, Mortgage administration & Factoring Communication of regulatory compliance Issues• Prepared investment analysis for individual clients as well as corporate ones.• Preparing and maintaining the client files.• Preparing recommendations.

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  Founder Handmade By me Limited

  Dec 2001 - Apr 2016

  Company Director

  Operations professional with a demonstrable track record of progression and achievement utilising leadership, problem solving, planning, and people management. Using management competency skills to deliver a continuous business improvement in customer focused environments. Attendance at national shows led the Company to achieve page 1 of Google, Two Business Achievement Awards, and tendered for and considered as one of the suppliers for the Royal Wedding in 2011. Dynamic, hands-on and results driven with a reputation for perseverance, demonstrated by a need for educational attainment and career progression. Show less

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  Nationwide Building Society

  Jan 2006 - Aug 2009

  Financial Adviser

  Top Performing Consultant Nationwide May 2009 (224% of target)• Required to produce financial reports and forecasts for senior manager.• Regularly reviewing and monitoring accounts to ensure compliance with regulations.• Promoting and marketing the business to attract clients.• Advising and identifying appropriate investment services for clients.• Demonstrating investment strategies clearly to clients.• Prepared investment analysis for individual clients as well as corporate ones.• Preparing and maintaining the client files.• Preparing recommendations.• Implementing recommendations.• Annual Reviews. Show less

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  Navigators and General

  Apr 2016 - Mar 2017

  Market Underwriter (Marine)

  • Manage relationships with key Business suppliers & Delegated Authority arrangements ensuring a focus on portfolio development, mix, adherence to governance, controls• Accountability for authority levels• Ownership and drive for dedicated Portfolio management• Ability to prioritise and focus on targets & results balancing technical requirements• Serve as key contact for assigned targets, bordereaux and accounts• Continually seek to drive improvement in service levelsResponsible for relationship management, portfolio development, and working with our business partners to ensure successful outcomes for our customers throughout the customer journey. Show less

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  Antrams Financial Services LLP

  Mar 2017 - Feb 2018

  Paraplanner
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  Kingsgate IFA Ltd

  Sept 2018 - Aug 2020

  Independent Financial Advisor
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  2plan wealth management Ltd

  Jul 2020 - now

  Independent Mortgage and Wealth Manager - 2plan Wealth Management

  2003 I returned to financial services following a 10 year career break with my daughter. At the time I set myself a target to achieve my own IFA Practice. I'm please to say that I am finally there.......and I couldn't be happier.In addition to my friends from the, Halifax and Portman, I have met quite a few people on this latest journey (Navigators, Antrams, Kingsgate) and who will remain life long friends (I hope you know who you are?)I now work from home 4 days a week and I have got my life back. The last 5 years have been a challenge.I write WILLS, Power of Attorney, Wealth Management, including Mortgages and Equity Release.Today is a good day! Show less