With more Many Years Of experience working in Finance with High Net Worth Individuals & Various Business and families to identify and then find tailored, sensible and suitable solutions to their Financial and Financial planning needs. My focus is on being a trusted counselor building long term relationships through different phases of my client’s lives and careers. This involves being there for them and those around them to offer guidance and practical assistance whenever needed.My career has led me to gain broad experience as well as specialties in areas of Finance structuring, UK or International Finance From Pensions To all investment management and simple succession planning to ease families through sensible strategies to achieve their personal financial goals. The scope of my advice covers the protection, creation and management of my client’s wealth. Specifically this includes wealth management, estate planning, retirement planning, UK Pensions, education fees planning and establishing life and protection policies. I am happy to hear from individuals who are keen to understand more about my unique approach to investment management and also those who wish to review their own financial planning goals.Working with Independently now brings formidable resources

My accountabilities are to lead, inspire and execute the Business Growth - telemarketing Acquisition and Retention strategy. I lead the Business Development team, delivering infrastructure and supply point growth for new development. I am also responsible for the cross sell and new business growth for the Company Capitalising on the government commitment to put wrong the rights of banks PPI mis-selling, was instrumental in setting up Realtime Claims Manchester office to contact consumers and process claims, after being approached by backers in Newcastle looking to open an operation in the North West.Responsibilities included:• Office sourcing and lease negotiating• Front end call centre installation Finance Structure , Cost Per Sale • Recruitment and motivation of a team of 20 call centre sales staff• Data sourcing• Reporting and tracking of claim processing through sister officeResults• Took operation from zero to 700 claims per week within 5 months• Developed network of external PPI generators and signed up 15 other independent call centres to place their cases with Realtime as satellite offices across the country.PRESS RELEASE...NATIONAL PRESS..The latest office based in Tariff Street has created 21 jobs headed up by finance specialist, Lee McCormack. Mr McCormack said: “The vast increase in enquiries since banks admitted they had systematically mis-sold PPI policies and were setting aside £10billion for refunds has obviously helped propel Real Time Claims’ rapid growth in recent months. “Almost everyone could be entitled to reclaim money that they are owed, from being mis-sold PPI in hidden insurances or policies, so it is a fantastic opportunity for us to open here in Manchester to encourage more people in the North West to claim back cash that is rightfully theirs.

My accountabilities are to lead, inspire and execute the telemarketing Acquisition and Retention strategy. I lead the Sales and Finance Development team, delivering infrastructure and supply point growth for new development. I am also responsible for the cross sell and new business growth for the Company Effectively manage the commercial negotiations, finance with outsourced agencies to provide commercially viable cost per sale value aligned with budget and ensuring operational and regulatory risks are managed and escalated. I have built and developed an effective management team that is driven to deliver the operation and business strategy and one that really strives for continuous improvement. .