Dunstable, England, United Kingdom
I am looking for a bright and enthusiastic Financial Consultant to provide holistic financial planning, developing and growing an opportunity in the London Area. The clients are HNW medical professionals, who require specialist advice to meet their aspirations. If that is you then visit our careers page on the Wesleyan website, register your interest or connect with me here and start a conversation that could lead to the satisfying career you are looking for. I have over 15 years of experience in Financial Services, in both providing expert financial advice and coaching and developing teams of financial advisers. Since 2005 I have used that knowledge and experience at the Wesleyan where my team deliver bespoke financial advice for Dentist's, GP's & Hospital Doctors in London and the East of England. We are experts in: *The NHS Pension Scheme and the impact of the changes to it *Saving & Investments *Retirement planning *Life Assurance, Income Protection & Locum Protection *Business Protection *Estate planning *Mortgages & Loans We understand the career path of those in the medical profession, the challenges of starting a career in medicine or dentistry, working within or outside of the NHS and running a business too. Therefore we have a unique insight into the things that impact on a medical professionals and can provide the best advice to ensure a they and their family get the most from their career. In essence, tell us what the goals are, in terms of Career, Home, Family and Lifestyle, and our advice will ensure that you maximise your opportunities, minimise the threats and deliver the results.
Wesleyan is a mutual society founded in 1841. We provide advice and services specifically tailored to meet the needs of teachers, hospital doctors, GP's, lawyers and dentists. We are a mutual. It means we're all about our customers; knowing them better and performing better, taking a long term - view to make a positive impact in all we do. As a Senior Area Sales Manager for the Wesleyan I currently look after a team of 13 Financial Consultants in the East of England and London. My team and I provide specialist financial planning to Medical Professionals in London and Eastern England. I have worked for Wesleyan for a number of years and specifically dealing with out Medical clients. We understand the career path of those in the medical profession, the challenges of starting a career in medicine or dentistry, working within or outside of the NHS and running a business too. Therefore we have a unique insight into the things that impact on a medical professional and can provide the best advice to ensure they and their family get the most from their career. We are experts in : * The NHS Pension Scheme and the impact of the changes to it * Retirement Planning * Life Assurance, Income and Locum Protection * Savings and Investment Advice * Estate Planning (Inheritance Tax advice) * Mortgage and loans (both personal and business) * Business Protection For more information on Wesleyan's financial services designed specifically for Medical Professionals, or to arrange an informal, no-obligation financial review, please contact me or visit our website. In addition, I am always interested to hear from Financial Advisors within the London and East of England to discuss possible opportunities both now and in the future.
Wesleyan is a mutual society founded in 1841. We provide advice and services specifically tailored to meet the needs of teachers, hospital doctors, GP's, layers and dentists. As a Wesleyan Financial Consultant I only provide financial advice to GP's and their families. I have a clear understanding of a GP's career path and financial priorities, as well as the wider issues affecting their profession. I deliver financial advice one-to-one, which allows me to develop an in-depth understanding of my clients needs so I can make recommendations that are tailored to their personal and professional requirements. As well as providing advice on areas such as the NHS Pension Scheme, mortgage, protection, savings and investments I can also provide guidance at key points in a GP's career or help with planning for retirement planning.
As a highly successful Financial Planning Manager with the HSBC I provided holistic financial advice for both personal and business clients. Although primarily office based in the Hertfordshire, Bedfordshire and Buckinghamshire I offered my clients one to one reviews at their home or office to suit their needs. Within this role I also trained staff within the retail side on identifying potential clients and prospecting these to help ensure a full diary for both myself and my colleagues.