John Mccreadie

John Mccreadie Email and Phone Number

Independent Financial Advisor at MPA Financial Management @ MPA Financial Management
henley in arden, warwickshire, united kingdom
John Mccreadie's Location
United Kingdom, United Kingdom
John Mccreadie's Contact Details

John Mccreadie personal email

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About John Mccreadie

My extensive experience working for both advisers and providers gives me a breadth and depth of perspective on the market not often found. I am hard working, enthusiastic and innovative -not only a proven pension, investment and advisory specialist but an established relationship builder with connections across the UK. In addition, I have built up extensive platform and investment expertise, having undertaken roles requiring detailed understanding of Investment Process, Governance, their underlying procedures, along with mapping and risk metrics as applied in the modern market. My skill set is varied and my versatility has helped me carry out direct advisory and intermediary roles equally capably.Unusually, I am as comfortable and as experienced in dealing with the investment, technical, business development and strategic account aspects of financial services applied to working in either the Corporate Benefits or Wealth Management markets.Frequently a platform speaker on Pension, Investment and Industry issues as well as all round general presentation experience.My incisive nature and strategic vision has made me a natural for large scale development projects with the majority of my employers. I count myself as having been privileged to be involved over the years in significant business redesign and marketing launches, such as the Scottish Widows Retirement Account as part of the design, sales training and launch team and also the design, architecture and marketing of Momentum Pensions UK SIPP launch where we achieved an unheard of Defaqto 5 Star rating within a year of launch.For many years teams that I have led for both providers and Advisers have enjoyed success and accolades not only on a business front but also in supporting the wider community. I have taken great pleasure in the fact that so many of the team members that I have helped in their development have gone on to extremely successful positions within a number of organisations.

John Mccreadie's Current Company Details
MPA Financial Management

Mpa Financial Management

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Independent Financial Advisor at MPA Financial Management
henley in arden, warwickshire, united kingdom
Website:
mpafm.co.uk
Employees:
25
John Mccreadie Work Experience Details
  • Mpa Financial Management
    Independent Financial Advisor
    Mpa Financial Management Jan 2018 - Present
    Henley In Arden, England, United Kingdom
  • Momentum Pensions
    Head Of Sales
    Momentum Pensions Aug 2016 - Apr 2018
    Midlands
    Momentum Pensions offer pension wrappers, both in the UK and internationally. As leader of the UK Sales team I oversaw the interactions with FCA regulated advisory firms, the relationship management of investment providers and press relations.
  • Hornbuckle
    Business Development Manager
    Hornbuckle Apr 2016 - Aug 2016
    Short term contract in Sales team. Hornbuckle Mitchell is one of the UK's leading specialist pension providers, having focused on self-invested pension provision for over 30 years.
  • Contracting
    Contractor
    Contracting Nov 2015 - Apr 2016
    Nationwide
    Short term contract work in Financial Services.
  • Friends Life Uk
    Sales Manager-Corporate Advisers
    Friends Life Uk Mar 2014 - Nov 2015
    Nationwide
    National remit promoting Corporate Savings Solutions to support and re-engage with the Advisor market.
  • Scottish Widows
    Account Manager
    Scottish Widows Mar 2010 - Mar 2014
    Midlands
  • Johnson Fleming
    Head Of Sales
    Johnson Fleming Sep 2008 - Mar 2010
    Nationwide
  • Scottish Widows
    Pension Development Manager
    Scottish Widows Jun 2004 - Sep 2008
  • Winterthur Life
    Business Development Manager
    Winterthur Life Aug 2002 - Jun 2003
    East Midlands
  • Scottish Equitable
    Sales Manager
    Scottish Equitable Jun 1994 - Dec 2001
    Birmingham, Manchester And Reading
  • Britannia Life
    Senior Sales Consultant
    Britannia Life 1987 - 1994
    West Midlands

John Mccreadie Skills

Pensions Financial Services Defined Benefit Retirement Planning Wealth Management Financial Advisory Relationship Management Retirement High Net Worth Individuals Wealth Investments Strategic Financial Planning Employee Benefits Inheritance Tax Planning Business Development Investment Advisory Savings Income Protection Investment Strategies Stakeholder Management Portfolio Management Critical Illness Investment Management Business Relationship Management Mutual Funds Asset Management Sales Fixed Annuities Asset Allocation Private Banking Financial Risk Life Insurance Alternative Investments Wealth Management Services Risk Management Proposition Development Estate Planning Personal Finance Bonds Financial Planners Hedge Funds Equities Personal Financial Planning Fixed Income Auto Enrolment Corporate Advisers Sales Management Sales Process Sales Presentations Platform Development

John Mccreadie Education Details

Frequently Asked Questions about John Mccreadie

What company does John Mccreadie work for?

John Mccreadie works for Mpa Financial Management

What is John Mccreadie's role at the current company?

John Mccreadie's current role is Independent Financial Advisor at MPA Financial Management.

What is John Mccreadie's email address?

John Mccreadie's email address is jo****@****net.com

What schools did John Mccreadie attend?

John Mccreadie attended Lancaster University, Menzies High School And Sixth Form , West Bromwich.

What skills is John Mccreadie known for?

John Mccreadie has skills like Pensions, Financial Services, Defined Benefit, Retirement Planning, Wealth Management, Financial Advisory, Relationship Management, Retirement, High Net Worth Individuals, Wealth, Investments, Strategic Financial Planning.

Who are John Mccreadie's colleagues?

John Mccreadie's colleagues are Jared Jones, Christopher Pedel, Gerry Slora, Michael Paul, Samantha Davies Cert Cii (Fs), Katie Cox, Jayne Potter.

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