Paul Bowen Email & Phone Number

Newcastle-Upon-Tyne, England, United Kingdom

Working closely with the Owner Directors to develop a full Marketing plan that includes:* client contact* Economic reviews* Budget statements,Also, ensuring that we are regularly posting information and the Web site is appropriate and fit for purpose, as well as informative. To develop new clients, which involves personal and Workplace advice, normally with face to face meetings and Seminars and Surgeries at an Employers Office.

Bristol, England, United Kingdom

Parmenion act as DFM and Custody/Platform provider. Role was to develop the region, being all North East. 8 Existing Advisory firm clients upon arrival and developed in to 9 over the largest IFA firms from Berwick to Harrogate using Parmenion extensively and around 30 smaller firm engagements with the Company. Appointed Head of North, with responsibility for managing a team of 3 Business Development Managers. Significant increase around Assets under Management from a standing still position. Helped develop internal functions and some Marketing. Very enjoyable few years.

London, England, United Kingdom

Swiss based, but Office was central London. Responsible for all Sales in the North of England and Scotland. As before, arrived with around 5 clients using Pictet and developed this over many years to over 40 Advisory firms using Pictet. Niche products such as * Water* Timber* Biotech* Clean Energy Funds. Ahead of their time and has subsequently performed really well. Very professional firm that did things the right way! Complete autonomy on decision making and effectively running my own area.

Surrey, England, United Kingdom

Appointed as a Development Manager to create a new and defined panel of Financial Advice firms using Legal & General. This involved working closely with them, answering client questions, appropriateness of the L&G Products and helping in any way possible. When joining we had circa 5-10 firms, over the subsequent Nine years this developed in to a panel of 60-70 firms, with Assets under Management hitting over £100m per annum. 3 awards achieved as top National BDM over this period of time and enhanced those Advisory firms worked with us at the time.

Hebburn, England, United Kingdom

Appointed as Financial Adviser following appropriate qualifications with TSB. Based in Hebburn covering many of the North East branches over the following 9 years.Provided direct advice to TSB clients. Enjoyable period of time and took many other qualifications during this period. Covered all aspects of * Investments* Pension, Protection and all other areas of Financial Advice.