Summary
Overview
Work history
Education
Skills
Timeline
Generic

Brett Humphrey

Stockbridge,Hants

Summary

Having spent my whole career in finance, sales, and management I am seeking new opportunities to diversify and apply all the experience I have gained to a new role.


The sector can be varied as I have many read across skills in customer service, sales, administration, and people management.

Overview

34
34
years of professional experience

Work history

Equity Release Specialist

Responsible Life
Plymouth, Devon
06.2021 - Current
  • I work with Responsible Equity Release to provide my clients with Independent advice tailored to there specific and personal circumstances, I take pride in offering a professional and confidential bespoke service drawing on my 35 years experience in financial services in the Hampshire area.

    Many past clients have said that their decision to release equity has been life changing for them and their families , paying off existing mortgages and debts , home improvements , holidays of a lifetime and gifts to children and grandchildren, the list is endless, and modern plans are so flexible I can make sure it does what clients want it to do using some of the biggest names in the industry Aviva, Legal and General, Scottish Widows, More 2 Life and many others.

Independent equity release adviser

Key Group
Preston, Lancashire
09.2017 - 05.2020

Whole of market independent equity release advice

Business Development Manager

Newbury Building Society
Newbury, Berkshire
04.2012 - 05.2017

Developing intermediary introductions with a bespoke client scenario consideration
Lending decisions made with individual underwriting assessment v risk approach
Dealing with more complex cases outside of normal lending policy

Regional Sales Manager

Lloyd's Banking Group
Newbury, Berkshire
10.1989 - 03.2012

Managing sales of financial products through a team of 20 branch based advisers.

Education

Financial Planning -

Chartered Insurance Institute

Certificate in Mortgage advice and practice -

Chartered Insurance Institute

Certificate in Regulated Equity Release -

Chartered Insurance Institute

Skills

Excellent communication skills at all levels


Punctual and reliable, Loyal


IT literate


Committed to detail


Management experience


Sales and business development experience

Timeline

Equity Release Specialist

Responsible Life
06.2021 - Current

Independent equity release adviser

Key Group
09.2017 - 05.2020

Business Development Manager

Newbury Building Society
04.2012 - 05.2017

Regional Sales Manager

Lloyd's Banking Group
10.1989 - 03.2012

Financial Planning -

Chartered Insurance Institute

Certificate in Mortgage advice and practice -

Chartered Insurance Institute

Certificate in Regulated Equity Release -

Chartered Insurance Institute
Brett Humphrey