Gary Lees Email & Phone Number

Wolverhampton, United Kingdom

Senior Finance AdvisorCompany Name Access 2 BusinessDates Employed October 2016 – Present EmploymentLocation Wolverhampton, United KingdomSupporting and advising local businesses and entrepreneurs• Working across the region providing advice and support to existing and potentialentrepreneurs. • Supporting and aiding the establishment and sustainability of businesses/self employment.• Working with and effectively managing portfolio of clients mentoring… Show more Senior Finance AdvisorCompany Name Access 2 BusinessDates Employed October 2016 – Present EmploymentLocation Wolverhampton, United KingdomSupporting and advising local businesses and entrepreneurs• Working across the region providing advice and support to existing and potentialentrepreneurs. • Supporting and aiding the establishment and sustainability of businesses/self employment.• Working with and effectively managing portfolio of clients mentoring, reviewing and evaluating business needs.* Designing and providing a range of bespoke training and support in order to enhance and maximise business effectiveness. Show less

Using knowledge, skills and experience to help service users take appropriate action to manage their financial affairs. Effectively questioning to understand the service users’ circumstances in order to ensure appropriate and accurate Money Advice is provided to, based on the information provided. Providing Money Advice to consumers on a range of financial topics that is within, and up to, the boundary for the Money Advice service, as defined in Protocols and Annexes for delivering The… Show more Using knowledge, skills and experience to help service users take appropriate action to manage their financial affairs. Effectively questioning to understand the service users’ circumstances in order to ensure appropriate and accurate Money Advice is provided to, based on the information provided. Providing Money Advice to consumers on a range of financial topics that is within, and up to, the boundary for the Money Advice service, as defined in Protocols and Annexes for delivering The Money Advice Service. Dealing with all the service users’ immediate issues in the initial session. Go beyond the presenting issue and provide in-depth assessment for the user. Resolving users’ enquiries in a way that minimises the number of calls/appointments required. Referring service users to other sources of information, guidance or advice where appropriate, as defined in the Protocol and Annexes for delivering The Money Advice Service. Ensuring the service user is equipped with the information they need to confidently interact with any organisation they may be referred to. Ensuring all policies and procedures for providing Money Advice are followed, including pre and post meeting procedures, for example, timely and accurate record keeping. Understanding, explaining and translating financial jargon. Maintaining up to date knowledge and understanding of The Money Advise Service website, guides, tools and calculators, ensuring a consistent service and enabling users to make use of tools such as the Money Advise Service calculators or product comparison tables on an informed basis. Developing and maintaining a productive working relationship with internal and external stakeholders and, where opportunities present, promote the Money Advice service. Show less