Experience

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  Friends provident

  Sept 1987 - Jan 1992

  Broker consultant

  Managed panel of IFA firms in South Wales area

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  The prudential assurance co. ltd.

  Jan 1992 - Jan 2007

  National account manager

  Managed single-tie Distribution Agreements between Pru and several large networks and insurance companies, particularly around annuity solutions.

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  Living time

  Jan 2008 - Jan 2011

  Pioneering change in At Retirement market, developing Fixed Term Annuity 9 years ago, which is now an accepted alternative to a lifetime annuity Working for an innovative Retirement provider passionate about changing the face of the retirement market, by offering more flexibility and choice to the masses (that ordinarily end up buying a lifetime annuity).Cutting edge opportunity; challenge is to persuade IFA's of the benefits of our plans, and then work with them at changing the way they give advice to their clients.

  • Account Director

    Jan 2008 - Jan 2011

  • Account Director

    Jan 2008 - Jan 2011
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  Petrus financial services

  Feb 2011 - Jan 2013

  Financial adviser focusing on retirement advice

  Well if you can't beat 'em.....join 'em!!!After 3yrs trying to educate IFA's on the range of options available to client's At Retirement, and persuade them to offer more options so clients can make informed decisions about their retirement...........I decided to be that IFA.So now I sit down and review clients retirement options - not just annuity or drawdown - but covering off the range of middle ground options including so-called 1/3 way solutions.It's lovely to help clients understand what their options are and help them make a decision that they are entirely comfortable with. Show less

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  Titan wealth planning limited

  Feb 2013 - now

  Financial advisor

  Financial Planner specialising in At Retirement advice to clients of large provincial Corporate Benefits Consultancy. We look after over 14,000 group pension scheme clients and where clients reach retirement and require help with their options, or where they are over 55 and need to access their pension, the enquiry is passed to me.I am extremely busy (not complaining!) and with all the new Pension Freedoms regulations that came in this year, I am now even busier.