
Timeline
About me
Managing Director Solution 21
Education

Banbridge academy
-
The college of law and the open university
2006 - 2011Bachelor of laws (ll.b.) law honoursUnited Kingdom Law, Equity, Tort, Criminal, Constitutional, Contract, Law of the European Union

The open university
2021 -Banking, corporate, finance, and securities lawIntroduction to Corporate Finance

The open university
1982 - 1988Bachelor of arts (b.a.) economics,psychology, social science
Experience

Bt
May 1988 - Apr 1992TrainerProfessional trainer. Duties included course design and training needs analysis. Delivery of courses by classroom lecture, demonstration, presentation and teaching. Skilled in presentations,teaching styles and coaching.

Royal life assurance
Apr 1992 - Mar 1993Mortgage shop managerManaging mortgage shop within an estate agency practice

Self employed financial adviser
Mar 1993 - Mar 1995Independent financial advisorIndependent Financial adviser offering a general range of products including pensions/personal and corporate, investments and life assurance products

Denplan
Mar 1995 - Mar 1998Dental business consultantDeveloping dental capitation as an alternative to NHS dentistry. Providing business consultancy to key dental practices in the region. Skills included effective reading of accounts and forward financial planning and project management

Self employed financial adviser
Mar 1998 - Apr 2005Independent financial adviserFurthering my career as an Independent Financial Adviser building a client bank and expanding into the commercial sector offering advice on small company formation and development. Advised on group pension scehmes,small self administered schemes, and stakeholder arrangements. Also offered advice re corporate lending

Tenet group
Mar 2005 - Oct 2008Business development managerDevelopment of the business in the Northern Ireland Region to include recruitment of new firms

Legal & general
Nov 2008 - Jul 2015Key account managerDevelopment of protection business in the region. Skills included presentations training and business consultancy to assist financial advice practices to reach their goals. Academic skills included inheritance tax planning and business protection. I also developed presentations as required.

Zurich insurance company ltd
Jul 2015 - Apr 2016Business account managerMy responsibilities include the development of the Zurich Retail Investment Platform

Axa life invest
Apr 2016 - Oct 2016Senior retirement specialistGuaranteed unit linked pension specialist

Solution 21 ltd
Mar 2017 - nowManaging directorSolution 21 is a multifunctional business consultancy service working across a wide range of business services to include finance accountancy and legal services.

360 law group
Nov 2019 - Apr 2021Sales director ireland
Licenses & Certifications

Diploma in english law
The open universityAug 2009
Financial planning certificate
Chartered insurance institute
Diploma in financial services
Chartered insurance instituteJun 2021
Volunteer Experience
Director
Issued by The Citizens Advice Bureau on Sept 2015
Associated with Neville HutchinsonFounder Director
Issued by Bridge Primary School Banbridge on Jan 1987
Associated with Neville Hutchinson
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