Experience

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  Natwest

  Mar 1982 - Jul 2006

  Personal banking manager

  Portfolio Management

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  Self-employed

  Jul 2006 - May 2014

  Mortgage adviser

  Providing a personal approach when giving advice and recommendation for mortgages and associated protection. Sourcing the most suitable mortgage product from the whole mortgage market and providing my customers with a tailored recommendation to suit their individual needs. Taking personal ownership and accountability for the customer and being a key contact between customers, lenders and local conveyances/solicitors through the entire process. Adhering to the Financial Conduct Authority procedures for regulatory, operational, compliance, credit and control systems Show less

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  Natwest bank

  May 2014 - Apr 2015

  Mortgage adviser
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  Handelsbanken

  May 2015 - Dec 2022

  Individual banking manager

  At Handelsbanken, relationship banking still lives up to its name with a strong local presence due to a network of over 200 branches. We take a long-term approach to our customer relations so you only ever deal with people you know and decisions are made locally by your Branch. We offer bespoke mortgages, enabling us to tailor our solutions to your individual needs. Our simple aim is to provide the best possible service to our Customers.

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  Retirement

  Dec 2022 - now

  Retired
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  Together - loans, mortgages & finance

  Jul 2023 - now

  Regional ambassador