Stephen Ormerod

Stephen Ormerod Email and Phone Number

Retired
Stephen Ormerod's Location
Darlington, England, United Kingdom, United Kingdom
Stephen Ormerod's Contact Details

Stephen Ormerod work email

Stephen Ormerod personal email

n/a
About Stephen Ormerod

Took my own advice! Retired !

Stephen Ormerod's Current Company Details

Retired
Stephen Ormerod Work Experience Details
  • N/A
    Associate Partner
    N/A Sep 2017 - Jun 2019
    United Kingdom
  • Sandringham Financial Partners
    Founding Partner
    Sandringham Financial Partners Aug 2013 - May 2017
    County Durham
    Financial Advisor at Sandringham Financial Partners.
    View
  • Axa Wealth & National Australia Group
    Financial Planning Manager
    Axa Wealth & National Australia Group Jul 2006 - May 2013
    Providing holistic financial planning solutions in a retail banking environment; and managing the growth, profitability and business mix to Yorkshire Bank business and personal clients. As a financial partner, the role involves setting stretching goals, establishing personal and collaborative plans to reach those goals, using considered thinking; and taking decisive action to achieve excellent results for Yorkshire Bank business and personal clients.
    View
  • Homesavers Mortgages
    Independent Mortgage Broker
    Homesavers Mortgages Apr 2005 - Jun 2006
    A self-employed role providing independent mortgage advice to clients; responding to internet based marketing, in addition to developing new and existing leads for the organisation. Primarily provided clients with residential mortgage finance, commercial property finance and investment housing finance solutions. The role involved identifying client requirements, designing a viable solution to meet their needs; and managing the mortgage process to a successful conclusion, ultimately to achieve client satisfaction and commercial objectives.
  • Barclays Wealth And Investment Management
    Premier Wealth Manager
    Barclays Wealth And Investment Management Sep 2003 - Mar 2005
    Provided holistic wealth management in Barclays Premier Banking; and managed the growth, profitability and business mix of an assigned portfolio to exclusive High Net Worth & high profile clients. As a trusted advisor, this required the development and delivery of innovative financial solutions, to achieve high client retention and satisfaction. Where clients’ needs fell outside the scope of wealth practice; clients would be introduced to specialist colleagues, who would then provide bespoke financial solutions.
    View
  • Lloyds Banking Group
    Financial Adviser
    Lloyds Banking Group Apr 1996 - May 2003
    Developed and delivered financial planning solutions in a retail banking environment, to Lloyds TSB personal and corporate clients. Worked collaboratively with the branch team to proactively develop new client opportunities; whilst maintaining strong relationships with existing clients.
    View
  • Abbey Life
    Financial Adviser
    Abbey Life Jan 1995 - Mar 1996
    First role in the financial services industry. Worked as a self-employed Financial Adviser, self-reliant on generating a client base; with commission only financial remuneration. Lead sources were personally generated via commercial exhibitions, presentations and existing client referrals.

Stephen Ormerod Skills

Sales Sales Presentations Wealth Management Investments Pensions Retirement Planning Strategic Financial Planning Income Protection Financial Advisory Inheritance Tax Planning Retirement Wealth Financial Services Mortgage Lending Investment Advisory Portfolio Management Mutual Funds Information Technology Stocks Marketing Communication Product Knowledge Insurance Wealth Management Services Relationship Management Banking Private Banking High Net Worth Individuals Investment Strategies Investment Management Bonds Retail Banking Financial Risk Asset Management Residential Mortgages Savings Financial Planning

Stephen Ormerod Education Details

  • University Of Teesside
    University Of Teesside
    Business Studies
    View
  • University Of Wolverhampton
    University Of Wolverhampton
    Business & Marketing Studies
  • Darlington Technical College
    Darlington Technical College
    Public Administration
  • Hummersknot Comprehensive School
    Hummersknot Comprehensive School

Frequently Asked Questions about Stephen Ormerod

What is Stephen Ormerod's role at the current company?

Stephen Ormerod's current role is Retired.

What is Stephen Ormerod's email address?

Stephen Ormerod's email address is st****@****net.com

What schools did Stephen Ormerod attend?

Stephen Ormerod attended University Of Teesside, University Of Wolverhampton, Darlington Technical College, Hummersknot Comprehensive School.

What are some of Stephen Ormerod's interests?

Stephen Ormerod has interest in Share Trading, Politics And Current Affairs.

What skills is Stephen Ormerod known for?

Stephen Ormerod has skills like Sales, Sales Presentations, Wealth Management, Investments, Pensions, Retirement Planning, Strategic Financial Planning, Income Protection, Financial Advisory, Inheritance Tax Planning, Retirement, Wealth.

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