Previous Experience
- 05/2009 – 12/2020 Financial Advisor – Abbey Wealth
- 09/2006 – 05/2009 Property Finance Broker – Self Employed
- 08/2005 – 09/2006 Relationship Manager – Santander Central Hispano
- 03/2000 – 08/2005 Branch Manager – Royal Bank of Scotland
Qualifications/Accreditations
- Series 65 – Uniform Investment Adviser Law Examination, North American Securities Administrators Association
- Diploma in Financial Planning – Level 4, Chartered Insurance Institute, UK
- Professional Certificate in Financial Advice, National University of Ireland
- Approved Product Adviser (Pensions, Life Assurance, Saving & Investments), Life Insurance Association, Ireland
- Certificate in Discretionary Investment Management, Chartered Insurance Institute, UK
- Certificate in Life and Pensions, Chartered Insurance Institute, UK
- Certificate in Wealth Management, Chartered Institute for Securities & Investment
- Certificate in Mortgage Advice and Practice (1,2 & 3), Chartered Institute of Bankers in Scotland
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