Mike Bulmer personal email
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I am an IFA,at Compass Independent Financial Services and have completed all my qualifications to Diploma level enabling me to provide all round advice to new and existing clients. I have a strong desire to provide a high quality service and experience for my clients, with the aim to develop loyalty and a point of referral for all elements of their financesI worked for LTSB since leaving school, and worked in Commercial Banking for 11 years, dealing with businesses from start-up to those with turnover up to £5m I was heavily involved in the development of businesses in many ways, including analysis of the most suitable funding alternatives for both existing and prospective clients, analysis of business plans, advising clients on proposals put to them, and acting as a sounding board for issues affecting them. I used this experience to develop the plant hire and groundworks business that I managed, increasing turnover by 400%, and net profit from £6k to £48k before depreciation. Specialties: Business Planning including production and assessment of cashflows and profit & loss forecasts.Sourcing of finance for commercial propositionsBookkeeping, both paper-based and computerisedBusiness Management
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RetiredRetiredEngland, United Kingdom
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RetiredNone Dec 2023 - Present -
Ifa, Mortgage & Equity Release Advisor At Hanbury Wealth Management LimitedHanbury Wealth Management Ltd Jan 2022 - Dec 2023Norwich, England, United Kingdom
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Ifa & Mortgage ManagerPentala Ltd T/A K2 Financial Services Jul 2013 - Jan 2022Norwich, United KingdomI manage mortgages and associated insurance cover for potential clients, from initial enquiry through the completion of the mortgage or implementation of the life cover.I also provide financial guidance and advice, making recommendations to new and existing clients across the range of investmentsI undertake paraplanning for the main adviser of the business, and act as a liaison between the client and the advisor as appropriate.
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Replenishment AssistantTesco Plc Sep 2012 - Jul 2013Drayton, NorwichResponsible for the replenishment of the produce department at the store, ensuring high levels of customer service were provided and that the department always remained compliant and that all quality controls were adhered to -
Business ManagerJ Broom Ltd Aug 2010 - Aug 2012NorfolkI was responsible for driving the growth of this plant hire and groundworks company.At the time of my appointment, the company was turning over approximately £7.5k per month, which following various changes to the structure, internal procedures, carefully directed capital investment increased to a figure of £30k per month in 12 months. -
OwnerAspire Bookkeeping & Finance 2009 - Aug 2010I left the employment of LloydTSB on the 31st December 2009 to set up this business.With the experience I have gained over many years in the Bank, I will be undertaking bookkeeping, business consultancy and planning, and sourcing commercial mortgages for clients.This is something that I will still undertake, provided it can fit around my full time positions
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Relationship ManagerLloydstsb 1979 - 2009Commercial Manager at LloydsTSB for 11 years before taking voluntary redundancy.Dealt with SME's over the course of this time, helping them to plan and grow their business. -
Business Development ManagerLloydstsb 2005 - 2007I was responsible for the attraction of Business customers from other financial institutions. Purely a 'Hunter' I had no ongoing relationships after the clients transfer and associated transaction was completed. Very successful, I moved back into relationship banking in the commercial sector, as I preferred the day to day relationship building -
Business ManagerLloydstsb 1998 - 2005Managed, developed and nurtured business customers with a turnover of up to £5m. Business were both new and well established and across all sectors.Specific sales targets were part of the job and were successfully achieved, hence the promotion to Buxsiness Development Manager that followed.
Mike Bulmer Skills
Mike Bulmer Education Details
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Wymondham College -
Wymondham College Grammar School -
Taverham Primary School -
Taverham Primary School
Frequently Asked Questions about Mike Bulmer
What company does Mike Bulmer work for?
Mike Bulmer works for Retired
What is Mike Bulmer's role at the current company?
Mike Bulmer's current role is Retired.
What is Mike Bulmer's email address?
Mike Bulmer's email address is bu****@****aol.com
What schools did Mike Bulmer attend?
Mike Bulmer attended Wymondham College, Wymondham College Grammar School, Taverham Primary School, Taverham Primary School.
What skills is Mike Bulmer known for?
Mike Bulmer has skills like Business Management, Financial Management, Managerial Finance, Management, Business Planning, Performance Management, New Business Development, Telecommunications, Banking, Finance, Start Ups, Analysis.
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Mike Bulmer
Frome -
Mike Bulmer, FIA
United Kingdom -
Michael Bulmer
Greater Cheshire West And Chester Area
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