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Stephen Edwards

Stephen Edwards

Financial Adviser

Followers of Stephen Edwards968 followers
location of Stephen EdwardsLiverpool, England, United Kingdom

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  • Timeline

  • About me

    Looking for a new challenge at x

  • Education

    • De La Salle Grammar School

      1980 - 1983

    • St Andrews High School. Liverpool

      1975 - 1980

      Activities and Societies: Football Team

    • University of Liverpool

      1983 - 1986
      BA Hons Political Theory & Institutions

  • Experience

    • Allied Westminster

      Apr 1988 - Jul 1995
      Financial Adviser

      Financial Planning. Providing advice on Pensions, Life Assurance, Savings and Investments.

    • Lincoln National

      Apr 1995 - Apr 1998
      Field Training & Compliance Manager

      Training of new and existing staff and business compliance. Responsible for Central London.

    • Jenned Financial Consultancy Services Limited

      Apr 1998 - Mar 2014
      Director

      Various contract services to financial institutions nationwide including Complaints Handling, Audit and Review, Training and Assessment and Quality Assurance among others.

    • Bathroomempire

      Apr 2009 - Jan 2012
      Sales Director

      Responsible for Sales and Marketing and overall business development.

    • Horizon Incorporated

      Nov 2011 - Mar 2013
      UK Consultant

      Horizon Incorporated provide a complete sourcing, QC and importation service. Giving UK companies the opportunity to access global markets simply and efficiently.

    • St. James's Place Wealth Management

      Sept 2014 - Dec 2019
      Associate Partner

    • Nat West

      Dec 2019 - now
      Personal Banker

  • Licenses & Certifications

    • DipPFS

      Chartered Insurance Institute