Experience

• 

  G d tancred financial services ltd.

  Jul 1987 - Jan 2002

  Personal assistant/paraplanner
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  Hampton dean ltd./manor bridge

  Jan 2002 - Jan 2004

  Financial services office manager

  I was responsible for supporting the Financial Advisers in the office ensuring they had everything necessary for client appointments, research, paperwork. Processing of business, keeping clients informed of developments and updates. Managing the Advisers' diaries. Chasing income.

• 

  Orchid financial services ltd.

  Jan 2004 - now

  Owner

  As Independent Professional Financial Advisers we offer advice on a broad range of products as authorised by the Financial Conduct Authority (FCA). The Partnership has over 50 years of combined experience in Financial Services dealing with both Personal Financial Planning and bespoke Financial Services to the Business Community.We are also qualified Equity Release Specialists. We offer affordable solutions and a simple and easy to understand approach, servicing a client bank from East Anglia and the Midlands, to London and the South East. Show less