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Work experience

Sep 2009Present

Professional Estate Planner

Your Inheritance Decisions
  • Attend clients at their home
  • Determine clients needs & advise on
    • Executors & Trustees
    • Guardians
    • Property trusts
    • Discretionary trusts
  • Take instructions
  • Execute completed wills
Sep 2009Apr 2010

Mortgage Broker

Your Mortgage Decisions
  • Two stage sales process
  • Sample case examined by the FSA and accepted
  • Case files scored 'A' by external compliance
  • Full sales cycle for associated products
    • Life & Critical Illness
    • Income protection & Family Income Benefit
    • ASU
    • Buildings & Contents
Aug 2008Sep 2009

Mortgage Professional

Citri Ltd
  • Leader of regional broker group - organising & hosting sales and training meetings.
  • Working with Sales Director to introduce a structured Sales Process.
  • Developed introducer relationships for - Will Writing, IFA/Pensions & Debt Management
  • Full sales cycle for associated products
    • Life & Critical Illness
    • Income protection & Family Income Benefit
    • ASU
    • Buildings & Contents
Jun 2004Aug 2008

Mortgage Broker

Mortgage Savings Centre
  • Helped to develop the sales tools used by the brokers.
  • Mentor to local colleagues.
  • Top monthly business writer several times.
  • Issued business over £200,000/annum.
  • Winner of "Business Added Value" award.
  • In conjunction with Regional Manager, developed a structured Sales Process.
  • Full sales cycle for associated products
    • Life & Critical Illness
    • Income protection & Family Income Benefit
    • ASU
    • Buildings & Contents
Oct 2002Jun 2004

Executive Consultant

Essential Mortgages Ltd
  • Made all my own appointments from company supplied leads.
  • Determine clients needs by completing a fact find - mortgage and protection.
  • Prepare all pre sale documentation
  • Present to client and complete the sale.
Apr 2000Sep 2002

Senior Network Engineer

e-go Systems Ltd
  • Steered E-Go through the process of becoming the first and so far only third-party vendor to become Cisco AVVID certified for the provision of Networked Unified Messaging.
  • Providing technical support for customers and resellers - during all phases from pre-sales through to the installation and post-installation phases.
  • Global On-site Support - travel to numerous customer sites performing installations and upgrades.
  • Spent considerable time in North America, establishing a high level of rapport with personnel in the Sales group and within resellers.
  • Training resellers and distributors on E-Go Systems products -  demonstrating an ability to convey the complex system concepts to newcomers.
  • Distributor/ reseller presales and post sales support.  Though this is not a main area of my job I am comfortable in this role
May 1998Mar 2000

Senior VOIP Engineer

Nokia IP Telephony
  • Reporting to the European Technical Services Director.
  • I am the European representative on the Advanced Technical Support (ATS) team who provide global third level technical support.
  • Frequent travel to our R&D centres in Ottawa and Vancouver.
  • Assisting our Senior Business Development Manager to Project Manage the introduction of New Technology to one of our strategic partners in Scandinavia.
  • European representative for the New Product Introduction team.
  • Technical support and on site representation for the Beta Product Test Team in Europe.
  • Post installation troubleshooting and technical support, by phone and by site visit



Institute for Fiscal Studies

CIB Level 3 – Mortgage Advice and Practice (Accreditation 100/1477/9)


To be regarded as a true professional and a team player. I wish to work with a company where I can use my energy and communication skills, coupled with my dedication and reliability to make a contribution towards achieving both the company’s and my personal goals and objectives.

Community Involvement


Numbers Count


Inter Personal
  I am able to quickly put people at their ease, build a rapport with them and so gain maximum benefit from face to face meetings.
  Experienced in using software tools to analyse, prepare and present to clients.
Information Analysis
  Detailed analysis of client's existing position, using both numeric and visual tools to help them to understand their financial situation.