Sharon Hillier

Experience

• 

  Lloyds Bank

  Sept 2014 - Jun 2019

  I managed a portfolio of 100 healthcare clients in South West England including GP's, dentists, vets, pharmacists, care homes, opticians and children's nurseries. I offeedr solutions for lending, deposits, payments solutions, insurances, asset finance, leasing, wealth management and I am always looking for new clients. I currently manage a portfolio of 30 healthcare clients consisting of GP's, dentists, vets, care homes, opticians, pharmacies and children's day nurseries.I offer a range of solutions for lending, deposits, risk management, business protection, leasing and hire purchase, wealth management and payment solutions.I am always looking for new clients and I am part of a team of 7 managers covering healthcare and education in South Central England.

  • Healthcare Relationship Manager

    Sept 2014 - Jun 2019

  • Healthcare Relationship Manager

    Sept 2014 - Jun 2019
• 

  Schroders Personal Wealth

  Jun 2019 - Mar 2021

  Personal Wealth Advisor

  I am a Personal Wealth Advisor at Schroders Personal Wealth (part of the LLoyds Banking Group) and have been in Financial Services for 25 years in the UK and Australia. I have extensive knowledge of Financial Planning for clients as well as understanding their needs, now and in the future. I hold the Diploma In Financial Planning ensuring I am qualified to give the right advice on Investments, Protection, Retirement and Estate Planning solutions. I have worked with commercial clients and personal clients and their families to provide the right financial plan to reach their goals in life and pride myself on my long term relationships with clients. My purpose is to make my clients money work harder in line with their long term plans. I produce a detailed financial plan using cash flow modelling, based upon client goals, to illustrate their needs and provide bespoke advice to achieve these goals. This allows my clients to have a picture of their financial future and give the best advice to ensure they stay on track through regular meetings.Schroders Personal Wealth is jointly owned by LLoyds Bank and Schroders and combines their 400 years of expertise and experience in global investments to offer solutions. Show less

• 

  Lloyds Banking Group

  Mar 2021 - Jan 2025

  I coach and develop Lloyds Bank Relationship Managers to enable them to deliver the best experience for their clients. I managed a portfolio of Healthcare clients including GP's, dentists, pharmacists, opticians, care homes, childrens' day nurseries and vets. I was responsible for their finance and growth needs by building a strong relationship with clients and professionals to provide the best solutions. I was successful in exceeding all expectations for 3 years running and building my profile as a healthcare relationship management expert.

  • Commercial Services Manager

    Jul 2024 - Jan 2025

  • Colleague Development Manager - Development and Communications Team

    Jun 2023 - Jan 2025

  • Healthcare Relationship Manager

    Mar 2021 - Jun 2023
• 

  Agricultural Mortgage Corporation (AMC)

  Jan 2025 - now

  Regional Agriculture Manager

  I work with a network of agents, professionals and clients to provide specialist financial solutions for the farming sector.