Associate Partner
Sep 2017 - Jun 2019
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Stephen Ormerod Email & Phone Number
Retired
1 work email found
@btinternet.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Role
Retired
Location
Darlington, England, United Kingdom
Who is Stephen Ormerod? Overview
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Quick answer
Stephen Ormerod is listed as Retired based in Darlington, England, United Kingdom. AeroLeads shows a work email signal at btinternet.com and a matched LinkedIn profile for Stephen Ormerod.
Stephen Ormerod previously worked as Founding Partner at Sandringham Financial Partners and Financial Planning Manager at Axa Wealth & National Australia Group. Stephen Ormerod holds Ba (Hons), Business Studies from University Of Teesside.
Company email context
Email format at btinternet.com
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{first_initial}{last}@btinternet.com
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AeroLeads found 1 current-domain work email signal for Stephen Ormerod. Compare company email patterns before reaching out.
Profile bio
About Stephen Ormerod
Took my own advice! Retired !
Listed skills include Sales, Sales Presentations, Wealth Management, Investments, and 33 others.
7 roles
Stephen Ormerod work experience
A career timeline built from the work history available for this profile.
Founding Partner
Financial Advisor at Sandringham Financial Partners.
Aug 2013 - May 2017
Financial Planning Manager
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.
Jul 2006 - May 2013
Independent Mortgage Broker
Homesavers Mortgages
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.
Apr 2005 - Jun 2006
Premier Wealth Manager
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.
Sep 2003 - Mar 2005
Financial Adviser
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.
Apr 1996 - May 2003
Financial Adviser
Abbey Life
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.
Jan 1995 - Mar 1996
4 education records
Stephen Ormerod education
Ba (Hons), Business Studies
Higher National Diploma, Business & Marketing Studies
University Of Wolverhampton
Ordinary National Certificate, Public Administration
Darlington Technical College
Education record
Hummersknot Comprehensive School
FAQ
Frequently asked questions about Stephen Ormerod
Quick answers generated from the profile data available on this page.
What is Stephen Ormerod's role at their current company?
Stephen Ormerod is listed as Retired.
What is Stephen Ormerod's email address?
AeroLeads has found 1 work email signal at @btinternet.com for Stephen Ormerod.
Where is Stephen Ormerod based?
Stephen Ormerod is based in Darlington, England, United Kingdom.
What companies has Stephen Ormerod worked for?
Stephen Ormerod has worked for Sandringham Financial Partners, Axa Wealth & National Australia Group, Homesavers Mortgages, Barclays Wealth And Investment Management, and Lloyds Banking Group.
How can I contact Stephen Ormerod?
You can use AeroLeads to view verified contact signals for Stephen Ormerod, including work email, phone, and LinkedIn data when available.
What schools did Stephen Ormerod attend?
Stephen Ormerod holds Ba (Hons), Business Studies from University Of Teesside.
What skills is Stephen Ormerod known for?
Stephen Ormerod is listed with skills including Sales, Sales Presentations, Wealth Management, Investments, Pensions, Retirement Planning, Strategic Financial Planning, and Income Protection.
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