Experience

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  Northern rock

  Jan 1993 - Jan 1996

  Financial adviser
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  General accident insurance company

  Jan 1997 - Jan 2001

  Financial advisor

  Branch based in NBS to provide their customers with financial advice.

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  St. james’s place wealth management

  Dec 2001 - Sept 2002

  Financial advisor

  Multi-tied financial advisor providing advice on all products from Life assurance to Investment funds, from a selected panel of providers.

• 

  Various

  Sept 2002 - Dec 2005

  Independent financial advisor

  IFA providing whole of market, specialising in Investment advice.

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  Directly authorised ifa

  Jan 2006 - Jun 2010

  Independent financial advisor

  Providing whole of market advice.

• 

  Golden charter ltd

  Jun 2010 - Sept 2015

  Estate planning consultant

  Providing advice and selling full range of Estate planning products, Including basic Wills, Will Trusts, Lasting Powers of Attorneys, Property Trusts, Asset Protection Trusts, pre-paid Funeral plans and Probate services.

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  The estate planning group (holdings) ltd

  Oct 2015 - Sept 2016

  Estate planning consultant
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  Wills and estate planning services ltd

  Oct 2016 - Jul 2021

  Independent freelance estate planning consultant

  Providing a professional face to face service to give independent advice, take instructions and provide all forms of legal documents. Such as simple WIlls, specialised Wills, Will Trusts, Property Trusts, Lasting Powers of Attorney including registration, pre- paid Funeral plans and Asset Protection Trusts.

• 

  Harveys developments limited

  Mar 2021 - now

  Director

  We are a professional property group based in the North East, who are continually looking to grow our portfolio. We source land to design and build affordable, sustainable, eco friendly houses across the North East. We are looking to work with private investors who would like to earn a fantastic ROI from our development opportunities.Please get in touch if you would like to find out more?