Michael Grimes Email and Phone Number
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Michael Grimes personal email
Michael Grimes is a Contractor – QA and Investigations Technical Manager - HSBC - Bristol at REED. He possess expertise in pensions, financial advisory, retirement planning, finance, risk management and 12 more skills. Colleagues describe him as "Michael was recommended to me and I find that he is direct, honest, incredibly helpful and knowledgeable and will find an efficient strategy to produce an excellent service." and "Michael, is very professional and at the same time approachable. He quickly and quietly looked into my personal finances and offered advice for future growth and consolidation. I strongly recommend Michael, he isn't pushy and provides sound advice based on his own knowledge and market movements."
Reed
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Contractor – Qa And Investigations Technical Manager - Hsbc - BristolReedBristol, England, Gb
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Contractor – Qa / Investigations Technical Manager - Hsbc - BristolReed Jan 2020 - PresentBristol, England, United KingdomProvided technical guidance on the remediation project’s subject matter. Undertook the investigation and conclusion of high risk regulatory individual cases identified within the project. Completed quality assurance checks on files ensuring that quality levels, competence and standards were maintained across the remediation project with the aim of providing the correct outcome for customers. -
Contractor – Complaint Manager - Lloyds - GloucesterHuntswood Jun 2019 - Dec 2019Gloucestershire, England, United KingdomProviding end to end complaint management for mortgage department. The process involved making initial contact with client to understand complaint points, which were investigated using Bank’s systems. On conclusion of investigation, the complaint was resolved and a bespoke Final Response Letter sent to client to close complaint. -
DirectorMy Family Finance Ltd Jan 2010 - Mar 2019Bristol, United Kingdom
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Independent Financial AdvisorMy Family Finance Ltd Feb 2011 - Apr 2014Bristol, United KingdomI helped families and individuals find their unique path to financial well-being. This involved undertaking a detailed fact finding exercise. After which I assessed their current circumstances and found out what goals and objectives they had for the future. I then conducted intensive whole of market research and presented recommendations that addressed the objectives of these families and individuals.
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Qa - Mortgage Litigation - ContractorEquiniti Hazell Carr Jan 2018 - Dec 2018CardiffProviding quality assurance function for Quality Control and Operations during their route to competency journey. Providing detailed feedback to Quality Control so that new learns were filtered to, and embedded in reviewers’ rationale. The objective of the quality assurance function was to have the review process align to the bank desired vision for Treating Customers Fairly (TCF). -
Qc - Investment Reviews - ContractorAlexander Mann Solutions Jun 2015 - Dec 2017ManchesterProviding quality control function for reviews conducted by operational Investment reviewers. Investment reviewer's work streams included advice given by Independent Financial Advisors, Private Banking Advisors and Financial Planning Advisors’ of the Royal Bank of Scotland.Seconded for 3 months as a SME (Subject Matter Expert) for Independent Financial Services reviews during a revamp of the review process.Provided Quality Assurance function for Quality Control during shortage of Quality Assurance personnel on particular work streams. -
Investment Reviewer - ContractorEquiniti Hazell Carr Mar 2014 - Apr 2015Bristol, United KingdomConducted full investment reviews for HSBC Financial Planning Managers and Premier Independent Financial Advisors for advice given between August 2008 and April 2012. These full reviews involved all aspects of the financial planning process and included investigating issues on capacity for loss, attitude to risk and procedural processes.
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Client Relationship ManagerSantander Investment Oct 2007 - Feb 2011Bristol & BathProvide financial advice for high net worth clients from local branch of Santander. -
Mortgage AdvisorConnells Mar 2005 - Oct 2007Bristol, United KingdomProvision of and recommendation of mortgages and protection products from our lender panel and protection providers to clients. -
OwnerAai Productions 1997 - 2002
Michael Grimes Skills
Michael Grimes Education Details
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Diploma In Financial Planning (Dippfs) -
Certificate In Mortgage Advice And Practice (Cemap)
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University Of The West Indies, Cave Hill CampusEconomics And Management
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The Combermere School
Frequently Asked Questions about Michael Grimes
What company does Michael Grimes work for?
Michael Grimes works for Reed
What is Michael Grimes's role at the current company?
Michael Grimes's current role is Contractor – QA and Investigations Technical Manager - HSBC - Bristol.
What is Michael Grimes's email address?
Michael Grimes's email address is mi****@****sbc.com
What schools did Michael Grimes attend?
Michael Grimes attended Diploma In Financial Planning (Dippfs), Certificate In Mortgage Advice And Practice (Cemap), University Of The West Indies, Cave Hill Campus, The Combermere School.
What skills is Michael Grimes known for?
Michael Grimes has skills like Pensions, Financial Advisory, Retirement Planning, Finance, Risk Management, Inheritance Tax Planning, Strategy, Residential Mortgages, Tax, Financial Services, Banking, Pensions Specialist.
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Michael Grimes
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3eversheds.com, eversheds-sutherland.com, me.com -
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