To provide bespoke financial planning solutions to the high net worth market sector. Full whole of market Wealth Management for the investment sector with advice in all areas of financial planning. Including investment in off shore and On shore investments, DFM investment proposition, Trustee Advice, Life, Pension transfers and bespoke investment portfolio planning.

To provide high net worth clients of Halifax with full holistic Wealth Management advice in relation to investment portfolio planning, Inheritance Tax planning, Retirement planning and complex protection advice. I worked in the high net worth part of the bank in Wealth Management and worked hand in hand with Lloyds Private Banking clients helping them acheive the more complex areas of advice planning including Trusts and Trustee investment advice.

My new roll for Bosis was to give HBOS customers full Holistic financial planning advice, where I specialised in Inheritance Tax planning, Pension Transfers, Investment Portfolio planning and dealt in the high net worth part of the Halifax customer base - typically the top 20% of the Banks clients. Halifax Financial Advisers would refer customers to me for high net worth specialise financial advice and advice for more complex areas of planning.

To advise Bank customers in financial planning. Branch based for the first 7 years then working direct from head office and seeing clients in their own homes. Inheritance Tax planning, Retirment planning, Investment portfolio planning, Protection planning. I was an appointed representative of AXA Sun Life and gave investment advice for both Off and Onshore investment planning and specialised in the AXA offshore Isle of Man Estate Planning Bond which was industry renowned. I transferred to Bank of Scotland Investment Service as a Client Manager, which was a cross group transfer within the HBOS group Plc.

To manage a small team of two sales representatives, for the sales of regulated financial services products. Also to give personal professional financial planning advice to customers of United Friendly. Advice included savings/investment pensions and life assurance planning.

Full financial planning for HSBC customers, specialising in investment planning advice, however, full planning for all other areas planning undertaken including IHT planning, Pension planning, and group PHI/Critical Illness protection for small businesses given.

Traditional home service agent. Collected monthly premiums for life, pensions & savings endowments. All administration undertaken including payment of death claims, and policy maturities. All financial planning advice given, to include pension and investment planning and mortgages.

Self-Employed, Financial Consultant, commission only position. Roll - to provide clients with general financial advice, savings & investment, pension, protection & mortgage advice.

Self-Employed, Financial Consultant, commission only position. Role - to provide clients with general financial advice, savings & investment, pension, protection & mortgage advice.