Summary
Overview
Work history
Education
Skills
Timeline
Generic

Ewen Barnes

IFA
Barton On Sea,Hampshire

Summary

With a wealth of business skills and over 25 years of experience in the Financial Services industry, I am fully qualified with Diploma Level 4 IFA, G60 Pensions and CeMap Mortgages.


Should additional qualifications be required I see this as an advantage.


My strong communication skills and work ethic benefit me when working with existing and prospective clients, alongside team members of all ages and backgrounds.


Overview

51
51
years of professional experience
25
25
years of post-secondary education

Work history

Self Employed Taxi Driver. Fill in position

Galleon Taxis
New Milton, Hampshire
10.2022 - Current
  • Provide flexible schedule to meet company and customer needs.
  • Deliver outstanding customer experiences with friendly and professional approach.

Sales Consultant

Anglian Home Improvements
Hampshire/Dorset/Remote, Norwich
02.2018 - 09.2022
  • Presented online remote demonstrations to new customers.
  • Presented in house demonstrations to new customers.
  • Developed and implemented a user-friendly computer system to enable consultants to provide a professional remote demonstration to potential customers during lockdown.
  • Identified customer needs and offered appropriate products and services.
  • Demonstrated products to encourage purchases by illustrating features and benefits.
  • Kept product knowledge up-to-date by attending regular training to deliver reliable information with confidence.


Investor

Private Investment
Christchurch, Dorset
10.2014 - 06.2020

Delivery Van Driver. Fill in position

DPD
Bournemouth, Dorset
08.2017 - 02.2018
  • Maintained ongoing communication with clients, promptly advising changes in schedule and delivery times to ensure satisfaction.
  • Safely operated 3.5 ton van, delivering goods to 100 plus addresses per day.
  • Completed end-to-end deliveries by reaching assigned customers on time and obtaining signatures.


Financial Sales Consultant

The Honey Group
Market Drayton, Shropshire,
02.2017 - 10.2017
  • Estate Planning
  • Wills
  • LPA's
  • Trust Writing
  • Presented online demonstrations to new clients.
  • Identified prospect needs and offered appropriate products and services.



Independent Financial Advisor

Own Business
Christchurch, Dorset
09.1999 - 09.2014
  • Counselled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and assets availability.
  • Reviewed client accounts and plans regularly to determine necessary changes to optimise portfolios.
  • Built and maintained client base by successfully managing and updating client portfolios.
  • Prepared and interpreted financial document summaries, investment performance reports and income projections for clients.
  • Assisted clients with retirement planning using various types of investments.
  • Researched the marketplace and provided clients with information about new and existing products and services.
  • Maintain compliance requirements.
  • Manage and train staff.
  • Complied with national financial requirements by studying and adhering to new and existing legislation.



Independent FInancial Advisor/Partner

Colin Hookey and Partners
Bournemouth, Dorset
03.1990 - 09.1999
  • Counselled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
  • Executed accurate reporting to analyse options and make recommendations.
  • Built and maintained client base by successfully managing and updating client portfolios.
  • Profiled and analysed investment products to devise financial strategies meeting client financial needs and to forecast opportunities with potential highest return on investments.
  • Researched the marketplace and provided clients with information about new products and services.
  • Complied with national financial requirements by studying and adhering to new and existing legislation.
  • Assisted clients with retirement planning using various types of investments.
  • Prepared and interpreted financial document summaries, investment performance reports and income projections for clients.

Sales Consultant

Allied Dunbar
Bournemouth, Dorset
09.1987 - 02.1990
  • Identified prospect needs and offered appropriate products and services.
  • Demonstrated products to encourage purchases by explaining the features and benefits.
  • Researched new markets to obtain new business opportunities.
  • Delivered initial telephone consultations with warm leads, applying different sales strategies to overcome objections.

Professional Yacht Skipper

Self Employed
Mediterranean & UK, Europe/UK
03.1984 - 08.1987
  • Strategically planned voyages and passages, considering set objectives of each journey.
  • Performed detailed pre-voyage safety inspections, passage planning duties and daily briefings and inductions to ensure vessels and crew members were fit for sea.
  • Maintained vessels' operational order promptly facilitating repairs as needed to minimise delays.
  • Ensured all operational aspects of vessels complied with safety policies and maritime law to minimise potential risks and hazards.
  • Maintained operational records detailing trip data, operational information and navigation logs.
  • Managed highly stressful situations by following adequate procedures with a level-headed approach.
  • Navigated vessels safely into and out of ports and through channels and straits.
  • Trained new crew members in safety protocols.
  • Inspected equipment regularly to maintain good working order.

Production Manager

Penny & Giles Technology
Christchurch, Dorset
04.1975 - 02.1984
  • Established and adjusted work procedures to meet production schedules, delivering output to deadlines.
  • Led regular production meetings to establish work flow and obtain feed back from the production line.
  • Directed and motivate the production staff.
  • Coordinated and controlled all production processes, ensuring products were delivered on time.
  • Reviewed production issues and implemented corrective action plans, enhancing operational efficiency.


Digger Operator

J Beauchamp & Co
Christchurch, Dorset
02.1974 - 04.1975
  • Dug trenches and moved earth to assist groundwork preparation.
  • Operated machinery and equipment following guidelines to reduce health and safety risks.

Trainee Accountant

Teachers Assurance
Bournemouth, Dorset
09.1972 - 02.1974
  • Read and interpreted relevant regulations and legislation to maximise compliance.
  • Develop working knowledge of accounting practices.
  • Helped to compile corporate and individual tax returns.
  • Analysed financial information to detect and resolve discrepancies quickly.

Education

Diploma Level 4 - Financial Services

CII
05.2000 -

G60 Pensions -

CII
08.2000 -

CeMap Mortgages -

CII
02.2012 -

Estate Planning -

Institute of Professional Will Writers
09.2017 -

Yachtmaster Ocean Certificate, Level 2 Endorsement -

Royal Yachting Association
01.1981 - 03.2004

2 A Levels - Economics and Geography

College
Bournemouth, England
09.1970 - 06.1972

8 O Levels -

St Thomas More's School
Bournemouth

Skills

Attributes :-

  • Strong communication skills
  • Literate and numerate
  • Adaptable
  • Articulate and well presented

Experienced in :-

  • Remote presentations
  • Mortgage Advice
  • IHT Planning
  • Equity Release Advice
  • Retirement Planning
  • Financial planning
  • Investment planning

Timeline

Self Employed Taxi Driver. Fill in position

Galleon Taxis
10.2022 - Current

Sales Consultant

Anglian Home Improvements
02.2018 - 09.2022

Estate Planning -

Institute of Professional Will Writers
09.2017 -

Delivery Van Driver. Fill in position

DPD
08.2017 - 02.2018

Financial Sales Consultant

The Honey Group
02.2017 - 10.2017

Investor

Private Investment
10.2014 - 06.2020

CeMap Mortgages -

CII
02.2012 -

G60 Pensions -

CII
08.2000 -

Diploma Level 4 - Financial Services

CII
05.2000 -

Independent Financial Advisor

Own Business
09.1999 - 09.2014

Independent FInancial Advisor/Partner

Colin Hookey and Partners
03.1990 - 09.1999

Sales Consultant

Allied Dunbar
09.1987 - 02.1990

Professional Yacht Skipper

Self Employed
03.1984 - 08.1987

Yachtmaster Ocean Certificate, Level 2 Endorsement -

Royal Yachting Association
01.1981 - 03.2004

Production Manager

Penny & Giles Technology
04.1975 - 02.1984

Digger Operator

J Beauchamp & Co
02.1974 - 04.1975

Trainee Accountant

Teachers Assurance
09.1972 - 02.1974

2 A Levels - Economics and Geography

College
09.1970 - 06.1972

8 O Levels -

St Thomas More's School

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Ewen BarnesIFA