Chris M. Email & Phone Number
Who is Chris M.? Overview
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Chris M. is listed as Compliance Officer at Greaves West & Ayre, a with 89 employees, based in Newcastle Upon Tyne, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Chris M..
Chris M. previously worked as Specialist Business Lead at Quilter and Pension Complaints Adviser at Tpas - The Pension Advisory Service. Chris M. holds Chartered Financial Planner, Financial Planning And Services from Chartered Insurance Institute.
Email format at Greaves West & Ayre
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About Chris M.
22 Years in Financial Services with roles including Compliance Monitoring, Technical Business Assurance, Financial Advice (bank assurance) and Independant Mortgage Advice with recent Proposition roles.Attained FPFS with 360+ CII credits covering Pensions, Investments, Mortgages, Equity Release, Long Term Care, Group Risk, Trusts as well as separate Accounting and Tax qualifications.Prior to Financial Services, 5 years in accounting and taxation, including 2 years specialising in personal taxation.Volunteer experience as an adviser with TPAS - The Pension Advisory ServiceExperience includes : Financial Sales, Presentations (<100 in person delegates), T&C Assessments, Complaints Support, Financial Promotion Support, Technical Financial Support Calls, Computer Systems Trainer, Technical Presentation creation, Project Lead, Technical Subject Matter Expert, Defined Benefit Specialist, Tax Adviser, Financial Adviser, Mortgage Adviser, Workplace Pension Proposition Manager, Defined Benefit Proposition Manager, Technical Advice Assessor, Trust and IHT Advice Assessor, Long Term Care Advice Assessor, Financial Trainer, Equity Release Advice Assessor, RMAR Completion, Client Meetings, Technical Financial Training and Presentation creation, Financial Adviser Support and Training, EIS, VCT and Business Relief Pre-approval Lead, FCS Interviews, S166 Skilled Person Assessor,
Chris M.'s current company
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Chris M. work experience
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Specialist Business Lead
CurrentBusiness Assurance / Compliance 2006Technical pre-approval specialist 2006-2014Pension Technical Specialist - 2015 to October 2020Specialist Business Lead November 2020 - presentQualified to FPFS level, initially joined Positive Solutions, taken over by Intrinsic, becoming Quilter Financial Planning and Quilter. Varied Compliance and Proposition roles.
Pension Complaints Adviser
TPAS volunteer adviser dealing direct with pension scheme members complaining via The Pension Advisory Service. Liaising betwern pension scheme members and pension providers or company schemes to support or refute member complaints following Pension Ombudsman rules and guidance.
Financial Advisor
Financial Adviser, Bancassurance. Branch based adviser holding CAS status providing Pension, Savings, Investment and Protection advice
Financial Adviser
Trainee Financial Adviser including completion of the Securities Institute Certificate in Securities as well as CII FPC qualification. American company whose imported business model required cold calling/door stepping.
Independent Mortgage Adviser
Accounts Assistant
Accounts and Tax junior involved in manual payroll preparation, personal tax returns, vat returns and junior audit experience.
Colleagues at Greaves West & Ayre
Other employees you can reach at greaveswestayre.co.uk. View company contacts for 89 employees →
Robyn Younger
Colleague at Greaves West & AyreWooler, England, United Kingdom
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MC
Mike Carter
Colleague at Greaves West & AyreGalashiels, Scotland, United Kingdom
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PM
Patricia Melia
Colleague at Greaves West & AyreGalashiels, Scotland, United Kingdom
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Sharon Virtue
Colleague at Greaves West & AyreBerwick-Upon-Tweed, England, United Kingdom
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Wendy Strathdee
Colleague at Greaves West & AyreEdinburgh, Scotland, United Kingdom
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David Simpson Dippfs
Colleague at Greaves West & AyreBerwick-Upon-Tweed, England, United Kingdom
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JP
James Patterson
Colleague at Greaves West & AyreLowick, England, United Kingdom
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TD
Toby Douglas Dippfs
Colleague at Greaves West & AyreFoulden, England, United Kingdom
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LW
Leesa Watson
Colleague at Greaves West & AyreKelso, Scotland, United Kingdom
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Sarah Strathdee
Colleague at Greaves West & AyreGalashiels, Scotland, United Kingdom
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Chris M. education
Chartered Financial Planner, Financial Planning And Services
Education record
Hnd, Computing (Business It)
Fellowship, Financial Planning
Sage Payroll
Imc Unit 1
Cemap - Certificate Of Mortgage Advice And Practice
Frequently asked questions about Chris M.
Quick answers generated from the profile data available on this page.
What company does Chris M. work for?
Chris M. works for Greaves West & Ayre.
What is Chris M.'s role at Greaves West & Ayre?
Chris M. is listed as Compliance Officer at Greaves West & Ayre.
Where is Chris M. based?
Chris M. is based in Newcastle Upon Tyne, England, United Kingdom while working with Greaves West & Ayre.
What companies has Chris M. worked for?
Chris M. has worked for Greaves West & Ayre, Quilter, Tpas - The Pension Advisory Service, Lloydstsb, and Edward Jones.
Who are Chris M.'s colleagues at Greaves West & Ayre?
Chris M.'s colleagues at Greaves West & Ayre include Robyn Younger, Mike Carter, Patricia Melia, Sharon Virtue, and Wendy Strathdee.
How can I contact Chris M.?
You can use AeroLeads to view verified contact signals for Chris M. at Greaves West & Ayre, including work email, phone, and LinkedIn data when available.
What schools did Chris M. attend?
Chris M. holds Chartered Financial Planner, Financial Planning And Services from Chartered Insurance Institute.
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