David Lockhart Chartered Mcsi Email & Phone Number

Saint Helier, Je

Jersey

Jersey

Jersey

Providing holistic financial planning for Jersey and international clients with a global go we

Jersey

West Of Scotland

Helping the community with all their financial planning needs while also specialising in teacher pensions.

Scotland

My role is to be the connection for my clients to Santander, ensuring their needs are met in a personal, discrete & exclusive way.In Scotland, we are closely aligned to our domestic, international & corporate banking colleagues, who provide a seamless liaison for services across the Santander group.

Jersey

Regulated financial advice with HSBC Expat. To nurture and develop my bank of premier clients in a professional and courteous manor, developing and deepening their relationship with HSBC Expat.

Glasgow

Managing and preparing medieval banquets for a new American TV show being filmed in Glasgow, Manage food styling for selected scenes in the grand banqueting hall.Plan towards set timescale for filming while retaining flexibility on schedule or set changes.Ensure my assistant and the prop department are aware of expectations and have the set prepared accordingly.Liase with director and production departments requirements giving daily updates on… Show more Managing and preparing medieval banquets for a new American TV show being filmed in Glasgow, Manage food styling for selected scenes in the grand banqueting hall.Plan towards set timescale for filming while retaining flexibility on schedule or set changes.Ensure my assistant and the prop department are aware of expectations and have the set prepared accordingly.Liase with director and production departments requirements giving daily updates on progress.Multi tasking and decision making bearing in mind possible last minute changes on set or cast requirements.Conducting TV interviews with US press for promotional features. Show less

Glasgow

Running all aspects of a new upmarket city centre deli, my partners uncle has opened the “Wee Guys” on Cochrane street and left the management & development of this business to me over the last 4 months while he focuses on his main restaurant. Manage & minimise costing on stock, wages & running costs without affecting quality standard. Obtaining 3 or 4 quotes from a variety of suppliers. Manage marketing of cafe with local businesses & community. Weekly updates… Show more Running all aspects of a new upmarket city centre deli, my partners uncle has opened the “Wee Guys” on Cochrane street and left the management & development of this business to me over the last 4 months while he focuses on his main restaurant. Manage & minimise costing on stock, wages & running costs without affecting quality standard. Obtaining 3 or 4 quotes from a variety of suppliers. Manage marketing of cafe with local businesses & community. Weekly updates with owner on progress operating stop start continue strategy.Manage staff to quality of work and attitude along with sales techniques with customers.Morning team huddle previewing daily focus & develop team members to their goals, reviewing daily & weekly.Develop new menu ideas with the focus on increasing sales. Show less

Glasgow Region

Member of the exclusive Platinum Club reserved for the top 100 advisors in the company.Premium Investment client bank with £4M under managementAwarded Recognition Events to New York & London for sales & quality performanceBiggest case to date £1,65M new money.In 2012, 80% of business processed was self generatedExemplary regulatory record

Glasgow

Telephone based mortgage sales including insurances.

Glasgow

Additional lending for mortgage customers including insurance sales.

Glasgow

Part of number 1 team in company. Continuously exceeded targets set upon me.

Glasgow & National

Mangement of medical records developing with File Maker Pro nationally for ScottishPower, Manweb & Southern Water.

Glasgow

Ran day to day businessChef across pasta, Pizza & Breads.

Pciam

MCSI

Diploma In Regulated Financial Planning

Education record

Activities and Societies: Studied to Higher level. School Shooting team competing nationally at Bisley for 4 years running. RAF Cadets.