Experience

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  Axa

  Jan 1981 - Jan 1989

  Mortgage & life accounting
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  Prudential assurance

  Jan 1989 - Jan 1994

  Financial services consultant

  Home Service Agent (Life Assurance and General Insurance) and quickly progressing to General Insurance Consultant and Financial Services Consultant. Meet clients face to face to advise them on some of their most important financial decisions. Retirement planning, school fees, life and general insurance, investment portfolios.

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  Aviva

  Jan 1994 - Jan 2000

  Assistant divisional director, training and development executive

  Recruitment, training and development of up to 60 mortgage and financial advisers. Life and General Insurance Manager. Seconded for 1 year to Portman Building Society to develop the financial services advisers within their society network.

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  Besley hill estate agents

  Jan 2000 - Apr 2004

  Head of mortgages and finance

  Managing 17 mortgage and financial advisers and 4 admin staff. Responsible for sales, recruitment and continual professional development. Working with Bristol's largest independent estate agency. This was a Joint Venture with West Bromwich Building Society. I held a mandate to sign off Mortgage applications as a qualified Mortgage Underwriter.

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  Imagine adviser network

  Jan 2004 - Jan 2010

  Managing director

  This was a management buyout of Besley Hill Financial Services. Mortgages, Life, Pensions, Investments and all General Insurances. Maintained and developed a network of independent estate agents and financial consultants. As part of The Mortgage Times Network, we operated as a satellite mortgage packager with a team of Mortgage Advisers and office co-ordinators. Imagine won Mortgage Times awards for Best Mortgage Broker, Best Mortgage Packager and Top Life Sales.

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  Care-knight ltd

  Jan 2010 - Jan 2015

  National sales manager

  Manager, Finance, Sales, Recruitment, Training and Development. Auto-enrolment pension specialist. Direct report to the MD. Development of highly successful sales team exceeding targets in all disciplines. Focussed determination with strong leadership, mentoring and development skills.

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  Devere europe

  Apr 2015 - now

  Private wealth manager

  Having over 35 years (well over 80,000 hours) industry experience directing, leading and developing my teams to help our clients make some of their most important financial decisions. Buying their home, planning their retirement, protecting their family and planning their long term financial security. I was approached by deVere who asked me to help them develop their offices in Central and Eastern Europe.The deVere Group is undoubtedly the world's leading independent financial consultancy with in excess of US$10 billion under management and administration from over 80,000 clients in more than 100 different countries.I help my clients safeguard and grow their money. Our collaborations with some of the world's leading investment firms, enable us to offer our clients a range of exclusive financial products unavailable to people who are not clients of deVere Group. * Multi Award Winning Independent Financial Advice* Unique Relationships with many major financial institutions* Life and Protection Insurance* Industry Leading Structured Note Programme* Investment Portfolio Management* UK pension planning - SIPPS, QROPS, QNUPS* US pension planning - 401K, IRA and IRP* Foreign Exchange* Tech Solutions with industry leading AppsMy aim is to help my personal clients make the most of their investments. Helping them achieve their financial objectives with specialist financial planning and tax efficient investment solutions. Providing structure and certainty for long term financial security.My career in Financial Services began in the UK in 1981 with Sun Life and continued through Prudential, AXA, and Aviva (Commercial Union, CGU, CGNU) and then Independent from 2000. Show less