BACKGROUNDA highly successful professional with a career in financial services spanning over 32 years. Originally an Independent Financial Adviser, providing bespoke solutions to high net worth clients. Subsequently contracting, as a Regulatory Risk @ Compliance Consultant dedicated to improving quality, raising standards, adding value and fostering relationships with key stakeholders to achieve success. Keen to accept new challenges and adaptable to changing environments, which is reflected in the variety of roles undertaken.QUALIFICATIONSLevel 4 Diploma In Financial Planning (AFPC - G10 Taxation & Trusts, G20 Personal Investment Planning & G60 Pensions)Level 6 Advanced Diploma In Insurance (ACII)FPC (1, 2 & 3) CEMAP (Bridge)BA (Hons) Economics
Listed skills include Financial Services, Banking, Investments, Risk Management, and 12 others.