Providing personal, tailored advice to help my clients achieve their mortgage ambitions whether moving to a new home, buying their first or adding to their portfolio, I can help. This is underpinned by a gaining a full understanding of their overall situation now and more importantly, what their ambition is for the future.

A Private Banking Manager looking after a portfolio of 600 HNW clients' Financial and day-to-day Banking needs.Discovering my clients' needs and providing information and solutions. Effecting introductions to Field Experts where necessary.Digital Adoption and moving day to day banking forwards.Growing portfolio size and quality through effective collaboration with stakeholders both internally and externally.

Responsible for scheduling, undertaking and reporting rental property inspections.Organising and undertaking property viewings with prospective new tenants.Providing information, advice and feedback to landlords and tenants alike.Liaison between landlords and contractors to ensure efficient property repairs.

Sourcing and developing Business-to-Business partnerships with Travel orientated organisations to sell Endsleigh's range of Travel Insurances to both UK inbound and outbound travellers.Specifically centered in the International Student and 18-25 year old "Gap Year" markets.Managed a team of 6 Sales and Administrative staff to support Buisness growth year on year.Ensuring group compliance with all internal and external (FSA) regulations.

Providing Financial Advice to Midland Bank customers. Pension, Investment, Savings and Protection.