Experience

• 

  Blackstone franks smith & co

  Jul 1980 - Jan 1981

  Junior accountant

  Preparation of basic VAT returns and cashbook reconciliations.

• 

  Equity & law life assurance society

  Jan 1981 - Jan 1985

  Epp supervisor

  Supervisor for new business team within EPP department

• 

  D l duggal & co

  Jan 1985 - Jan 1986

  Life & pensions manager

  Supporting IFA in connection with the provision of financial services

• 

  Target life

  Jan 1986 - Jan 1991

  Assistant manager

  In charge of team of 20 administering EPP claims

• 

  Self-employed

  Jan 1991 - Jan 1992

  Freelance groom
• 

  Old mutual limited

  Jan 1992 - Jan 1996

  Executive pensions manager

  Responsible for team of 6 providing existing business administration on EPPs

• 

  Prudential plc

  Jan 1996 - May 1998

  Customer service manager

  In charge of firstly S32 department and then SSAS department

• 

  William m mercer

  May 1998 - Sept 2000

  Group manager

  Responsble for department of 40 staff providing administration services on group defined benefit and defined contribution schemes.

• 

  Moorgate house plc

  Jan 2002 - Jul 2002

  Pensions operations manager

  Reporting to the Operations Director, responsible for the day to day management of the SIPP and GPP departments

• 

  Self-employed

  Jul 2002 - Jan 2004

  Exercising horses and general stable management duties for both private owners and commercial yards Provision of child care for between 1 and 3 children aged between 10 and 28 months

  • Freelance Groom

    Jul 2002 - Jan 2004

  • Child Minder

    Jul 2002 - Jun 2003
• 

  Hase osborne asset management ltd

  Jan 2004 - Jul 2024

  Senior administration manager

  Reporting to the Managing Director, responsible for resolution of complex issues on existing SSAS & SIPP and technical support

• 

  Fairstone group ltd - a national financial advisory and wealth management group

  Nov 2017 - now

  Responsible for team of 6 paraplanners drafting recommendation reports, annual review reports and client valuations. Appraisals, recruitment, staff development, work management, technical support to advisers including calculation of penson annual allowances, CGT allowances etc

  • Independent Financial Advisor

    Jul 2024 - now

  • Paraplanner Manager

    Nov 2017 - Dec 2024