David Winsall Email & Phone Number

England, United Kingdom

Dorset, England, United Kingdom

Independant financial advisers, a small family firm and very user friendly. We pride ourselves in being exceptionally customer focussed and approachable. We have very many satisfied clients for whom we have sucessfully dealt with all kinds of financial advice from mortgages to pensions and life assurance to debt management. We currently service individual high net worth client investment portfolios as well as arrange the most simple needs of individuals such as assisting with a tax return. We have individual specialists that can take care of most FP areas and we have partnership firms to whom we refer which include legal services, private finance for aquisition of assetts overseas, accountants and more...

Head of Mortgage and General insurace Distribution. I was the founder director and innovator within this IFA firm. The firm adapted to change and thrived well over a 9 year period to build an excellent loyal adviser and client base..Solved many challenging regulatory, strategic and industry issues.Founded the regulated mortgage and GI division.Segmented the distribution channelsWas proactive with the approach of the recession and ensured that this business had to be as tightly run as it had ever been. Consolidated and restructured accordingly

Joined AMP as Sales ManagerManaged change programmes including regulation, training and competency.Responsible for branch targets (and achieved them)Responsible for recruitment targets (and achieved them)Promoted to Branch Manger including multi-site manager covering Shropshire, Wales, Bournemouth, Southampton, Portsmouth, Isle of Wight and Channel Islands.Many tasks and functions - too many to list. Met some great people.Best thing about Pearl, you learned resilience and how to manage a business model.

Bournemouth

Similar structured job to Albany Life but at a substantially enhanced salary package which is why I took it. This was the beginning of my career at Pearl and one of the best times I ever had being employed.Great challenges that got more difficult and complex to solve yet were abundantly rewarding.

Responsible for recruitment and creation of a professional advisory team for Albany Life. Responsible for training, compliance and productivity. This was a successful job and gave me good grounding in business management and strategy. I learned how to motivate and mentor the team which (although I did not know it at the time) was to became very useful to me later in my career.

Surrey And Hants Financial Planning Camberley

WIth Colonial Mutual I was responsible for recruiting and building a team of professonal financial advisers from scratch and delivering a production target based on a team of 6 in the first year and 12 in the second. This was a tough assignment but we delivered (only just in the first year) what was required. This was early in my career and before the regulatory framework we work within today. I do not think that this would be at all possible in todays world as it takes so long to get authorised and launched into a career in financial services these days.

Guildford, United Kingdom

At Cornhill insurance I was a basic all round financial adviser

Higher Education Level 4, Financial Planning And Services

Education record