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
2022.10 - 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
2018.02 - 2022.09
- 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
2014.10 - 2020.06
Delivery Van Driver. Fill in position
DPD
Bournemouth, Dorset
2017.08 - 2018.02
- 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,
2017.02 - 2017.10
- 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
1999.09 - 2014.09
- 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
1990.03 - 1999.09
- 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
1987.09 - 1990.02
- 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
1984.03 - 1987.08
- 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
1975.04 - 1984.02
- 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
1974.02 - 1975.04
- 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
1972.09 - 1974.02
- 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
2000.05 -
G60 Pensions -
CII
2000.08 -
CeMap Mortgages -
CII
2012.02 -
Estate Planning -
Institute of Professional Will Writers
2017.09 -
Yachtmaster Ocean Certificate, Level 2 Endorsement -
Royal Yachting Association
1981.01 - 2004.03
2 A Levels - Economics and Geography
College
Bournemouth, England 1970.09 - 1972.06
8 O Levels -
St Thomas More's School
BournemouthSkills
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
2022.10 - Current
Sales Consultant
Anglian Home Improvements
2018.02 - 2022.09
Estate Planning -
Institute of Professional Will Writers
2017.09 -
Delivery Van Driver. Fill in position
DPD
2017.08 - 2018.02
Financial Sales Consultant
The Honey Group
2017.02 - 2017.10
Investor
Private Investment
2014.10 - 2020.06
CeMap Mortgages -
CII
2012.02 -
G60 Pensions -
CII
2000.08 -
Diploma Level 4 - Financial Services
CII
2000.05 -
Independent Financial Advisor
Own Business
1999.09 - 2014.09
Independent FInancial Advisor/Partner
Colin Hookey and Partners
1990.03 - 1999.09
Sales Consultant
Allied Dunbar
1987.09 - 1990.02
Professional Yacht Skipper
Self Employed
1984.03 - 1987.08
Yachtmaster Ocean Certificate, Level 2 Endorsement -
Royal Yachting Association
1981.01 - 2004.03
Production Manager
Penny & Giles Technology
1975.04 - 1984.02
Digger Operator
J Beauchamp & Co
1974.02 - 1975.04
Trainee Accountant
Teachers Assurance
1972.09 - 1974.02
2 A Levels - Economics and Geography
College
1970.09 - 1972.06
8 O Levels -
St Thomas More's School