Prudential, one of the largest Insurance Companies in the UK, launched an advice proposition at the start of 2012. It specialises in holistic financial strategies to ensure its clients have a strong plan in place to achieve their financial goals. Holistic advice is provided on a long term basis and excellent client relationships are built, serviced and maintained to ensure that advice stays suitable and financial objectives achieved.Specialist areas include;Retirement Planning… Show more Prudential, one of the largest Insurance Companies in the UK, launched an advice proposition at the start of 2012. It specialises in holistic financial strategies to ensure its clients have a strong plan in place to achieve their financial goals. Holistic advice is provided on a long term basis and excellent client relationships are built, serviced and maintained to ensure that advice stays suitable and financial objectives achieved.Specialist areas include;Retirement Planning including pension transfersAt retirement including Income DrawdownEstate Planning including trustsProtectionInvestments and Savings Show less

Santander is one of the largest banks in the world. Within the branch network, a Client Relationship Manager is the most advanced advisory role with the responsibility of giving regulated financial advice to high net worth individuals. The role involved maintaining existing and proactively building new client relationships, giving advice on savings, investments, pensions, protection, trusts and promoting Santander's range of other products whilst keeping up to date records in accordance with… Show more Santander is one of the largest banks in the world. Within the branch network, a Client Relationship Manager is the most advanced advisory role with the responsibility of giving regulated financial advice to high net worth individuals. The role involved maintaining existing and proactively building new client relationships, giving advice on savings, investments, pensions, protection, trusts and promoting Santander's range of other products whilst keeping up to date records in accordance with company and regulatory requirements.Before leaving I was responsible for manging just over £20million of funds under management. Show less

A Financial Planning Adviser has similar responsibilities to the Client Relationship Manager. A Financial Planning Adviser can give regulated advise to clients with up to £100,000 in liquid assets

An advisory role which concentrates on Santander’s whole range of non regulated banking, savings, loans and insurances.