Owen Ellis Dipfa Cemap Email & Phone Number

Liverpool, United Kingdom

As a Specialist Financial Adviser at Wesleyan I currently specialize on advising the needs of Hospital Doctors from their early years of training through to becoming a consultants and on to retirement.I can provide help and expertise in many areas, including:• The NHS Pension Scheme• Pension Taxation – Including Lifetime and Annual Allowance Analysis • Estate & Inheritance Tax Planning • Trust Planning • Savings & Investments • Protection needs – Including Life, Critical Illness, Income Protection & Estate Protection • Mortgages – Residential & Buy to Let I have a comprehensive understanding of the NHS Pension Scheme, as well NHS Salary structure and benefits.My expertise lies in helping you gain a more in-depth understanding of your present financial situation and constructing a more efficient and progressive financial plan to help you achieve your future goals. At Wesleyan we are all about you... Whatever stage you are at in your career from Student to Hospital Doctor, Registrar to Consultant, or even retired, you can rely on me and my colleagues to help you plan your financial future.For more information on Wesleyans Financial Services designed specifically for Hospital Doctors or to arrange and informal, no obligation financial review, please contact me directly on 07795333588 or owen.ellis@wesleyan.co.uk. You can also find more information on Wesleyan's products and services at www.wesleyan.co.uk.

Warrington, United Kingdom

I work in a regulated environment meeting clients to provide sound mortgage advice. To allow me to be successful I have built lasting relationships with branch staff, lead providers and key stakeholders. I complete detailed customer appointments, assessing their full financial situation to ensure that customers have the correct solutions for repaying their biggest financial commitment. I follow up appointments with a full explanation of my recommendations in the form of a suitability letter. I manage a portfolio of existing customers with the aim of retaining and growing the RBS mortgage book.• Currently 115% of application target and 108% of completion target.• Zero non compliant files for 18 months.• I have an excellent customer experience score and attended the mid-year achievers event for having the top service score in the North Region.• I am deputy to my area mortgage manager.• Currently part of the RBS talent progression cohort.• Implemented a new file checking form nationally which has helped the business achieve its compliance target.

Chester, United Kingdom

I was the focal point and leader of a Flagship City Centre branch, working to and exceeding income, service and compliance targets. I managed 15 members of staff varying from customer service staff, personal bankers and a deputy manager. I successfully managed and serviced a portfolio of high net worth and business customers and made connections within the local business circles and community whilst attending local networking events to provide and build additional income streams. I was also the deputy to my Area Director and delivered training to branch staff and peers.

Warrington, United Kingdom

Worked as part of the management team within a Flagship Branch to ensure the branch met and exceeded its income, service and compliance targets. I managed 8 members of customer service staff ensuring that they worked effectively to meet their personal sales targets whilst delivering outstanding customer service. I completed detailed 1-2-1s and reviewed and managed my team’s personal development plans.

Warrington

In this role I met customers on a daily basis to complete full financial reviews reviews on a none advice basis and provided the correct solutions to improve their day to day banking, whilst spotting opportunities to make referrals to a financial planning manager and mortgage adviser to look at their longer term financial needs. I worked to and exceeded challenging income and service targets and managed and supported my key leads providers to ensure that I had a chance to maximise the opportunities available.

Liverpool, United Kingdom

I worked in a regulated role meeting clients on a daily basis completing engaging appointments and detailed fact finds. This enabled me to provide short and long term investment advice whilst referring customers to colleagues to look after their protection and pension needs. Achieved and exceeded both sales and compliance targets whilst receiving outstanding customer feedback scores.

Cemap, Mortgage Advice & Practice

Btec Natioanl Diploma In Applied Sciences, Applied Science, Distinction

High School, Gcse'S

Activities and Societies: 10 GCSEs: Science (Double Award) [C] [C], English Literature [B], English Language [B], Mathematics [C], History.

Diploma For Financial Advisers, Advance Financial Advice