Regional Manager
CurrentI have the best job, because every day I get to make a difference to people and their financial wellbeing. It gets me out of bed every day.I have been a Regional Manager with Wesleyan Financial Services since 2005 having previously been a Financial Adviser with Medical Sickness Society, and I have built 4 top performing teams during my time as a leader & manager with Wesleyan. I am now leading a team of dental specialist financial advisers covering central & northern England, Scotland &… Show more I have the best job, because every day I get to make a difference to people and their financial wellbeing. It gets me out of bed every day.I have been a Regional Manager with Wesleyan Financial Services since 2005 having previously been a Financial Adviser with Medical Sickness Society, and I have built 4 top performing teams during my time as a leader & manager with Wesleyan. I am now leading a team of dental specialist financial advisers covering central & northern England, Scotland & Northern Ireland. My aim is for Wesleyan to be the number one provider of financial services to dental professionals and to be the provider of choice to meet the financial needs of dentists, their families, their staff & their practices.Because my team of Specialist Financial Advisers only provide advice to dentists and their families, they have a clear understanding of a dentists career paths and financial priorities, as well as the wider issues affecting their profession, such as UDA targets, McCloud, CEST & vicarious liability, to name a few. My team deliver financial advice one-to-one, which allows them to develop an in-depth understanding of their clients' needs so they can make recommendations that are tailored to their personal and professional requirements.As well as providing advice on personal areas of financial planning such as investments, mortgages and savings, my team can also provide business planning guidance for the practice needs, as well as guidance at key points in their clients' career, and most importantly, help with planning for an amazing retirement.If you're a dentist, medic or GP and would like a no-obligation financial review, please contact me, or visit the Wesleyan website.I am always looking to add quality financial advisors to my successful team. To find out more, please contact me, or visit Wesleyan’s careers site. Show less
