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I joined the Financial Services industry in 1983 and have worked in a variety of roles for both financial advisers and insurance companies, including 7 years working for a large national independant financial adviser (IFA).
My work with both corporate and individual clients covers all aspects of their financial planning requirements with an emphasis on pensions. In addition to retirement planning, I am a qualified pension transfer specialist. The other main area I am involved in is investment planning on behalf of individuals and trustees. I am an associate member of the Personal Finance Society.
I have worked in the Financial Services industry for almost 15 years now. In that time I have worked for both a national IFA and insurance company before joining A E Thomson Ltd in 2000.
My experience allows me to be involved in all aspects of financial planning dealing with both individual and corporate clients including bespoke arrangements.
I am also the authorised mortgage intermediary within A E Thomson Ltd. I like to ensure our clients are dealt with as individuals and not numbers and that they receive quality financial advice every time.
I have worked in the insurance industry for 27 years, initially for several large insurance companies in a variety of roles within the life and pensions arena. I joined Edmond Thomson and his partners in 1992 in an administrative role, he retired in 1999 and the business was closed.
A new company bearing his name was formed some time later and I took on the role of office manager. As an authorised individual I continue to liaise with both clients and insurers and am able to give appropriate advice where relevant on a range of personal and corporate financial solutions.
There have been many changes in the insurance and pensions industry since I began working for the company as a general administrator many years ago.
Today I am responsible for dealing with commission related matters and the preparation of the Company's accounts. On the general administration side, I liaise with insurance companies, deal with correspondance and you may find I answer your telephone call.
I have worked at this office as a senior administrator for several years. My duties include daily client contact, approaching insurance companies for various policy details on behalf of our clients, requesting quotations for investments, life cover and pensions, preparing individual client investment schedules, maintaining the client database and general typing.
