Carol Rushworth Dipfa Email & Phone Number

Lincoln, United Kingdom

Helping individuals and companies to protect and grow their wealth.

North Lincolnhsire, United Kingdom

St. James's Place Wealth Management is a FTSE 100 company, recently awarded "Wealth Management Company of the Year" 2018 at the City of London Wealth Management Awards. The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment managementMore details are available on our website at www.sjp.co.uk

Crowle, North Lincolnshire

As a Financial Consultant at SJP Financial Services Ltd, I specialise in Retirement, Investment and Protection advice for Individuals, Businesses, Senior Management and Company Directors.As a business we also specialise in Mortgages, Wills and Estate Planning tailored to suit the clients specific circumstances.

Horsforth, Leeds

Sinfonia Asset Management Ltd brings together the investment skills of the BNP Paribas Group with the rigorous oversight and controls of Investment Fund Services Limited (IFSL), to create market leading risk targeted investment solutions.More and more advisers are turning to specialist risk-targeted investment solutions, to reduce their time and risk, as well as give them a wide range of additional benefits. At Sinfonia, we understand how precious your time is and will do everything we can to make your life easier.From fact finding to ongoing reviews, we have the tools and expertise to support you throughout the whole advice process, not just at the point of sale. IFSL Sinfonia funds are available to all advisers in the UK and can be accessed through many platforms and product providers so it’s easy to do business with us.

North Of England

About us LV= employs 6,000 people and serves over 5.5 million customers with a range of financial products. We are the UK’s largest friendly society and a leading financial mutual.When we started in 1843 our goal was to give financial security to more than just a privileged few and for many decades we were most commonly associated with providing a method of saving to people of modest means.Today we follow a similar purpose, helping people to protect and provide for the things they love, although on a much larger scale and through a wide range of financial services including insurance, investment and retirement products.Our goal of growing member value is underpinned by our vision: to be Britain’s best loved insurer. We believe that developing products of benefit for our customers and offering a high quality of service will translate into enhanced profitability for our members. We approach business in a way that combines the trusted behaviours of a mutual with the competitiveness you would expect from a successful plc. Our employees are core to our business and we have created a positive, motivated workforce to ensure they offer the best possible service to our members and customers. We call this being ‘sharp with a heart’. SpecialtiesFinancial Services, General Insurance, Investments, Life, Pensions, Retirement, Car Insurance, Home Insurance, Travel Insurance, Pet Insurance, and Breakdown Cover Company Size 5,001-10,000 employees Websitehttps://www.lv.com Industry Financial Services Founded1843

Doncaster Airport Business Park

I acted on a non-advised basis for Clients who were looking at their retirement benefits options. I researched the market and worked closely with product providers to determine the right product, thereby achieving the maximum income for my Clients' needs. I updated Clients regularly, giving them the confidence that I would deliver on time and ensuring a smooth and efficient process was achieved.

Identical role and responsibilities as with The Hartford below.

Yorkshire, Lincolnshire, Cambridgeshire & Norfolk

My first role in the Financial Services industry. I developed and maintained a strong business relationship with an ever-increasing number of Independent Financial Advisors (IFAs) in my territory; explaining the range of available financial products and the important 'Guarantee' offered by The Hartford. I gave sales ideas and advice to help each IFA achieve the best investment solution for his/her Clients.Being responsible for the entire sales process I took ownership of any problems, made follow-up telephone calls, chased outstanding quotations and resolved paperwork issues where necessary. I helped to grow my business by categorising IFAs and then building a weekly meeting schedule around a balanced mix of IFAs from different categories. I organised and hosted individual and group presentations where Sales Managers from major fund partners such as Schroders, BlackRock, Invesco Perpetual and Artemis would be in attendance to interact directly with IFAs. I also organised and sponsored corporate events such as golf competitions, visits to race meetings and outdoor activity days.In 2009 The Hartford took the sad decision to close the UK branch of the business due to the global financial crisis, all UK employees were therefore made redundant.

Uk Wide

Responsible for sales throughout the UK of Intradiscal Electrothermal Therapy (IDET) equipment, used in the treatment of chronic back pain. After a product review in December 2004 a full range of shoulder and knee arthroscopic instruments were added to my sales inventory alongside IDET.The majority of my time was spent in theatre, scrubbed-up and working alongside theatre staff and Consultants, providing advice and equipment training where necessary. I supervised two Territory Managers and as a Team grew our year-on-year business by 25%.

Yorkshire & Lincolnshire

Responsible for sales of a full range of laparoscopic and open disposable stapling instruments, providing in-theatre advice and training to theatre staff and Consultants when necessary. During my time at Tyco Healthcare I increased year-on-year sales by £100k, achieving 108% of target in 2003.From the start of my employ at Tyco Healthcare until leaving I never failed to exceed a quarterly target.

Doncaster, United Kingdom

Joined the Company initially as one of only two Handover Specialists in the UK, a self-explanatory position responsible for handing over new cars to Customers, either at the Dealership or the Customer's residence or business premises when outside the local area. The process involved a full exterior and interior walk-round and demonstration of the vehicle and its controls, thereby requiring an in-depth and detailed knowledge of every vehicle in the BMW range.Through proven knowledge and experience I was promoted to the position of New and Used Car Sales Executive.

Doncaster, United Kingdom

Leeds, United Kingdom

Doncaster, United Kingdom

Brighouse, United Kingdom