Natalie Carr

Natalie Carr Email and Phone Number

Managing Director of Carr Solutions Ltd @
Natalie Carr's Location
Cheltenham, England, United Kingdom, United Kingdom
Natalie Carr's Contact Details

Natalie Carr personal email

n/a
About Natalie Carr

Natalie Carr is a Managing Director of Carr Solutions Ltd at Carr Solutions Ltd. She possess expertise in analysis, management, investments, portfolio management, training and 16 more skills.

Natalie Carr's Current Company Details
Carr Solutions Ltd

Carr Solutions Ltd

Managing Director of Carr Solutions Ltd
Natalie Carr Work Experience Details
  • Carr Solutions Ltd
    Managing Director
    Carr Solutions Ltd 2007 - Present
    Cheltenham
    Paraplanners to Financial Services Professionals, mainly partners & practices of St. James's Place Partnership.Focus on quality replacement business: pension transfers, investment replacements, IHT & Drawdown cases. Review information provided by advisers & communicate to them what additional information is required in order to meet the required standards to submit the suitability letter and case to Business Assurance, deal with any queries raised & seek approval from them in a timely manner.Our role enables our Partners to focus on seeing their clients and ensuring quality suitability letters to present to their clients with the confidence that the case has been approved and backed by their Business Assurance Team.We will consider carrying out New Business requests but our main focus is replacement business.
  • St. James’S Place Wealth Management
    Contractor
    St. James’S Place Wealth Management Oct 2006 - Dec 2006
    Business Assurance
    Checking pension transfers & investment replacements in line with SJP Compliance Dept's Advice Guidelines, additional resource required to cope with work volumes before end of financial year.SJP invited me with other contractors to set up my own paraplanning business & join the SJP Paraplanning Panel at the inception/ launch in 2007.
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  • Phoenix Group
    Endowment Complaints Reviewer
    Phoenix Group Sep 2005 - Aug 2006
    Birmingham, United Kingdom
    Reviewing complaints about allegations of mis-sale of endowments, investigating & analysing the complaints. Where the documentation did not meet the required standards in line with FOS guidance, calculating & paying out redress to compensate clients or where there was evidence to defend the complaint, communicating this to clients & making them aware of their rights to take their complaint to FOS if they did not agree with the decision.
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  • Zurich Insurance Company Ltd.
    Compliance Analyst & Endowment Complaints
    Zurich Insurance Company Ltd. Sep 1999 - Jul 2005
    Cheltenham & Swindon
    Check advice given by Bristol & West sales force when tied to Eagle Star then when they were tied to Allied Dunbar / Zurich, my role moved from Cheltenham to Swindon & then role changed to checking advice given by all Zurich advisers.- Set up Portfolio Bond Tax Calculation Unit & was responsible for managing contractors.- Senior member of team so training new members & quality checking of cases.- Involved in setting up ICARUS; a management information system to help provide data & capture main issues for why cases were failing & reasons for grading to help improve consistency & quality.Moved back to Cheltenham in an Endowment Review role to investigate complaints in line with FOS guidelines & company procedures, decision making in whether to uphold or defend the complaint & if required, calculate & pay out redress to clients or communicate why the complaint is not being upheld.
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Natalie Carr Skills

Analysis Management Investments Portfolio Management Training Finance Financial Services Pensions Insurance Investment Advisory Dairy Farms Sales New Business Development Retirement Software Documentation Inheritance Tax Planning Financial Planning Retirement Planning Financial Advisory Wealth Management

Natalie Carr Education Details

Frequently Asked Questions about Natalie Carr

What company does Natalie Carr work for?

Natalie Carr works for Carr Solutions Ltd

What is Natalie Carr's role at the current company?

Natalie Carr's current role is Managing Director of Carr Solutions Ltd.

What is Natalie Carr's email address?

Natalie Carr's email address is na****@****p.co.uk

What schools did Natalie Carr attend?

Natalie Carr attended University Of The West Of England, Truro And Penwith College, Dauntsey's School.

What skills is Natalie Carr known for?

Natalie Carr has skills like Analysis, Management, Investments, Portfolio Management, Training, Finance, Financial Services, Pensions, Insurance, Investment Advisory, Dairy, Farms.

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