Mortgage Specialist
CurrentMeeting the Mortgage, Insurance and Protection needs of clients in and around Bedfordshire.
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@progress.com
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1 phone found area 781
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LinkedIn matched
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Michael Parish is listed as Mortgage Specialist at Aqua Mortgage Services at Aqua Mortgage Services, based in Bedford, England, United Kingdom. AeroLeads shows a work email signal at progress.com, phone signal with area code 781, and a matched LinkedIn profile for Michael Parish.
Michael Parish previously worked as Mortgage Specialist at Aqua Mortgage Services and Client Service Manager at Schroders Personal Wealth. Michael Parish studied at Harlington Upper School.
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Having worked for Lloyds Banking Group since 1989, I enjoyed many roles within Retail and Bancassurance, however my most enjoyable period was when I joined Private Banking in 2008. I enjoyed great success as a Private Banking Manager from April 2008 to June 2013.I was promoted to Area Manager of St Albans Private Banking Office in June 2013 and led the St Albans team to a successful 2nd half of 2013 and first half of 2014, exceeding expectations and growing our client base through strong relationship management and customer service. In June 2014 Lloyds Banking Group restructured its Wealth proposition and I was successful in being appointed to the role of Relationship Director (Lloyds Bank Private Banking), leading a team of 10 Private Banking Advice Managers in the London & Southeast Region. In June 2019 the Lloyds wealth business moved into a joint venture with Schroders and formed Schroders Personal Wealth. My role remained the same and it was an exciting opportunity to be part of an ambitious wealth business with a desire to be one of the top wealth firms in the UK.In April 2020, following the positive SPW national structure change to run 11 regional hubs, I took up the role of Client Service Manager in London.This meant full responsibility for the leadership of the regional administration & support function, developing intra-office communication protocols, MI production/analysis and most importantly, creating delivery of great client service for the end-to-end journey. I built a team of 13 Personal Wealth Support colleagues who would support the London Region, which is the largest in the country.Following the announcement of further significant restructure in SPW at the end of 2020, the Client Service Manager role was redundant beyond March 2021 and therefore, In April 2021, I left the business after almost 32 years continuous service.I have now embarked on a very exciting period of my career as a Mortgage Specialist with Aqua Mortgage Services, meeting the mortgage, insurance and protection needs of new clients in and around Bedfordshire.
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Bedford, England, United Kingdom
Meeting the Mortgage, Insurance and Protection needs of clients in and around Bedfordshire.
London
Having full responsibility for the leadership of the regional administration & support function, developing intra-office communication protocols, MI production/analysis and most importantly, creating delivery of great client service for the end-to-end journey. I built a team of 13 Personal Wealth Support colleagues who would support the London Region.
London, United Kingdom
Responsible for leading a team of 10 highly experienced Private Banking Advice Managers with objectives of delivering outstanding relationship management and meeting the needs of over 1400 existing Private Banking Clients, whilst offering financial advice for potential clients with investable assets between £250k - £2m and income of £250K+. Working closely.
St Albans, United Kingdom
Responsible for leading a team of 10 highly experienced Private Banking Advice Managers with objectives of delivering outstanding relationship management and meeting the needs of over 1400 existing Private Banking Clients, whilst offering financial advice for potential clients with investable assets between £250k - £2m and income of £250K+. Working closely.
St Albans, United Kingdom
Responsible for managing St Albans Private Banking Office with 6 experienced Private Banking Managers and a strong support team of 8 colleagues.
St Albans, United Kingdom
I managed the relationships of over 400 high net worth clients with an expectation of excellent customer service and tailored financial planning.
Hitchin
Responsible for meeting the needs and expectations of Lloyds TSB customers by recommending investment and protection products from Scottish Widows.
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Michael Parish works for Aqua Mortgage Services.
Michael Parish is listed as Mortgage Specialist at Aqua Mortgage Services at Aqua Mortgage Services.
AeroLeads has found 1 work email signal at @progress.com for Michael Parish at Aqua Mortgage Services.
AeroLeads has found 1 phone signal(s) with area code 781 for Michael Parish at Aqua Mortgage Services.
Michael Parish is based in Bedford, England, United Kingdom while working with Aqua Mortgage Services.
Michael Parish has worked for Aqua Mortgage Services, Schroders Personal Wealth, Lloyds Bank, Lloyds Bank Private Banking, and Lloyds Tsb.
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Michael Parish studied at Harlington Upper School.
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