Heidi Dann

Heidi Dann Email and Phone Number

Practice Manager at Sovereign IFA Ltd @ Sovereign IFA Ltd
bristol, bristol, united kingdom
Heidi Dann's Location
Thornbury, England, United Kingdom, United Kingdom
Heidi Dann's Contact Details

Heidi Dann work email

Heidi Dann personal email

n/a
About Heidi Dann

Heidi Dann is a Practice Manager at Sovereign IFA Ltd at Sovereign IFA Ltd. She possess expertise in financial services, pensions, investments, risk management, retirement planning and 29 more skills.

Heidi Dann's Current Company Details
Sovereign IFA Ltd

Sovereign Ifa Ltd

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Practice Manager at Sovereign IFA Ltd
bristol, bristol, united kingdom
Website:
sovereign-ifa.co.uk
Employees:
7
Heidi Dann Work Experience Details
  • Sovereign Ifa Ltd
    Practice Manager
    Sovereign Ifa Ltd Mar 2015 - Present
    Thornbury
    Business management of a firm providing independent financial advice to private individuals, business owners and trustees in Thornbury, Bristol and the surrounding areas.
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  • Self-Employed
    Compliance & Paraplanning Services
    Self-Employed Apr 2010 - Mar 2015
    Gloucestershire
    Provision of Compliance Management, Paraplanning and bespoke business services to Independent Financial Adviser practices.
  • Axa Wealth
    Senior Business Development Manager
    Axa Wealth Aug 2007 - Apr 2010
    Axa Centre, Bristol
    Developed and maintained profitable working relationships with a panel of IFAs
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  • Clerical Medical
    Senior Consultant
    Clerical Medical Dec 2005 - Jul 2007
    Bristol, United Kingdom
    Increased business levels by developing a panel of IFAs
  • Rolls-Royce
    Technical Administrator - Sub Contractor
    Rolls-Royce Apr 2005 - Nov 2005
    Bristol, United Kingdom
    Provided technical administrative support within Technical Publications for helicopter engine programmes
    View
  • Nexus Resources
    Head Of Research
    Nexus Resources Mar 2003 - Mar 2005
    Portishead
    Researched and analysed recruitment markets and prospective clients for company directors.
  • Clerical Medical
    Team Manager / Senior Consultant/ Consultant
    Clerical Medical Oct 1996 - Feb 2003
    Bristol, United Kingdom
    Responsible for development, training, motivation and performance of 10 sales consultants. REDUNDANCY
  • Christies Panel Products
    Quality Control Co-Ordinator
    Christies Panel Products Jan 1994 - Sep 1996
    Portishead
    Organised and co-ordinated administration of the Quality system within the manufacturing function.
  • Clerical Medical
    Unit Leader
    Clerical Medical Sep 1990 - Dec 1994
    Clevedon
    Supervised/trained staff in life claims department
  • Rolls-Royce
    Engine Fitter
    Rolls-Royce Sep 1986 - Aug 1990
    Bristol, United Kingdom
    Assembly of RB199 and Pegasus aero-engine for military aircraft.
    View

Heidi Dann Skills

Financial Services Pensions Investments Risk Management Retirement Planning Financial Planning Complaint Handling Process Management Operational Risk Wealth Management Relationship Management Retirement Compliance Management Training And Competence Crm Rmar Team Management Financial Risk Fsa Customer Service Aml Portfolio Management Management Business Relationship Management Customer Relationship Management Paraplanning Regulatory Compliance Research Report Writing Reporting And Analysis Legislative Research Wraps And Platforms Ifa Support Business Process Design

Heidi Dann Education Details

  • St Thomas More Rc
    St Thomas More Rc

Frequently Asked Questions about Heidi Dann

What company does Heidi Dann work for?

Heidi Dann works for Sovereign Ifa Ltd

What is Heidi Dann's role at the current company?

Heidi Dann's current role is Practice Manager at Sovereign IFA Ltd.

What is Heidi Dann's email address?

Heidi Dann's email address is he****@****net.com

What schools did Heidi Dann attend?

Heidi Dann attended St Thomas More Rc.

What skills is Heidi Dann known for?

Heidi Dann has skills like Financial Services, Pensions, Investments, Risk Management, Retirement Planning, Financial Planning, Complaint Handling, Process Management, Operational Risk, Wealth Management, Relationship Management, Retirement.

Who are Heidi Dann's colleagues?

Heidi Dann's colleagues are Grant Edgerton, Graham Mccausland, James Marchant, Paul Ewins.

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