Matthew Smith Dippfs Email & Phone Number

Inverness, Scotland, United Kingdom

I provide a holistic financial planning service to clients of all ages and backgrounds. I use my extensive knowledge and experience to provide a bespoke solution to my clients and help them achieve their financial goals and aspirations.

Inverness, Scotland, United Kingdom

I provide bespoke mortgage, protection and equity release advice to clients through Macleod & MacCallum Wealth Management (a trading name of Tweed Wealth Management). I am able to offer a comprehensive range of mortgages from across the market which lenders make available to intermediaries. We are a Partner practice of St James Place Wealth Management..

Inverness, United Kingdom

I provide bespoke mortgage, protection and equity release advice to clients of Macleod & MacCallum Wealth Management. I am able to offer a comprehensive range of mortgages from across the market which lenders make available to intermediaries. We are a Partner practice of St James Place Wealth Management. I am currently undertaking further exams in order to.

Inverness, United Kingdom

I perform holistic advised reviews of customers mortgage needs. I currently have three years experience in this role and am capable of completing appointments both face to face and over the telephone. I provide a professional end to end service and make sure the customer is at the heart of every interaction. I collaborate with various stakeholders and.

Inverness

I was a top performing Senior CSO within the Inverness branch. My primary role was to lead the CSO team by example in driving positive customer outcomes. I coached my colleagues using my high level of product knowledge and experience of HSBC's systems and controls to deliver exceptional service.

I worked as a point of contact between high value customers and their Relationship manager and dealt with day to day enquiries and lead generation. I worked closely with colleagues across all business segments to identify target customers, book appointments and maintain the high level of service a customer would expect being a Premier account holder.

I worked in a variety of roles as a CSO - From Cashiering and Back Office Support to Front Office. I continue to do this role in addition to my current role as PCCO. In my front office roles, I am able to conduct reviews with customers, open accounts, loans, credit cards and provide first stage mortgage DIPs and quotes. I am also tasked with booking.