Stuart Garlick Email & Phone Number

Poole, England, United Kingdom

• I have been working in the banking and financial planning sector for over 35 years and have developed a highly specialist knowledge of financial planning for Dentists and Medics over the last 18 years at Wesleyan. I.
• All aspects of commercial and personal protection
• Commercial loans and personal mortgages
• Pre and post retirement advice, including the NHS pension scheme
• Annual Allowance and Lifetime Allowance
• Savings and Investment advice using market leading funds, with proven financial strength

Poole, England, United Kingdom

Poole, England, United Kingdom

Poole, England, United Kingdom

Bournemouth, England, United Kingdom

• During this role, my responsibilities included:
• Providing an investment fund accounting service on a daily basis for the Bank of Norway
• Working to extremely tight deadlines
• Collating complex information using systems such as Bloomberg and Reuters
• Knowledge of futures, options, foreign exchange and equities trades
• Leading a project to develop back-up systems, which successfully provided an alternative means of delivering the service in the event of an IT breakdown

United Kingdom

• I held various roles within the bank, including working as a Financial Consultant for 5 years, delivering a high quality and successful financial planning service to bank clients.Following this, I worked in branch.
• Planning, organising and co-ordinating the effective integration of branch sales and service
• Maintaining compliance standards
• Building a positive team to increase sales and service performance
• Seeking to reduce risk and operational losses
• Supporting all branch staff through effective coaching and development