Yomi Bashorun
Exeter
Summary
Chartered Financial Adviser & Wealth Planner with extensive experience delivering holistic, fee‑based financial planning to High‑Net‑Worth individuals, business owners, and private clients. I help my clients take the complexity out of finance and make the most of their circumstances by aligning their finances with what’s most important to them. My career reflects this through consistent delivery of high‑quality, compliant advice aligned with FCA and Consumer Duty standards.
With over a decade of advisory, banking, mortgage, and HNW relationship‑management experience, i bring deep technical capability across pensions, investments, tax‑efficient planning, protection, estate planning, and corporate financial planning. I excel at uncovering client needs, building trusted long‑term relationships, and partnering with introducers to drive AUM growth, fee income, and outstanding client outcomes.
Overview
1
1
Certification
2
2
years of post-secondary education
19
19
years of professional experience
Work history
Chartered Financial Adviser
Courtiers
Exeter
07.2023 - 07.2026
- Deliver holistic financial planning to HNW private and corporate clients, aligning wealth strategies with long-term goals.
- Managing a high-net-worth portfolio book in the £40M + range
- Provide Chartered-level technical advice across pensions, investments, protection, and estate planning.
- Maintain high conduct standards and uphold FCA, T&C, and Certification Regime requirements.
Financial Adviser
Future Wealth Management
Exeter
12.2021 - 01.2023
- Delivered deep-dive, holistic financial planning to uncover client needs and identify fee-based advice opportunities.
- Self-generated new clients through referrals, networking, and corporate workshops.
- Managed a strong advice pipeline with proactive servicing, resulting in excellent retention and repeat business.
- Proficient user of Voyant cashflow modelling to support robust financial plans.
- Supported business owners with complex financial and tax-efficient planning needs.
Financial Adviser
Lighthouse Financial Advice Ltd
Exeter
08.2019 - 08.2021
- Provided regulated advice across investments, pensions, and protection.
- Extensive experience advising NHS, Civil Service, Local Government and Teachers’ Pension Scheme members.
- Built and managed a strong pipeline, generating new business from both new and existing clients.
- Delivered advice through flexible working patterns including virtual consultations.
Financial Adviser
Four Oaks Financial Services Ltd
West Midlands
06.2017 - 07.2019
- Delivered holistic advice across investments, pensions, and protection.
- Generated new business through referrals, networking, and stakeholder relationships.
- Used Voyant to create bespoke cashflow plans aligned with client goals.
- Built trust through strong communication and questioning techniques.
- Achieved Competent Adviser Status (CAS) within four months.
Mortgage Adviser
Royal Bank of Scotland Group
Birmingham
04.2015 - 06.2017
- Provided mortgage advice to RBS and NatWest customers based on affordability and future plans.
- Supported underwriters with credit proposals for lending over £1.5m.
- Ensured robust protection discussions with every customer.
- Delivered excellent customer service and strong suitability documentation.
Personal Banker
Santander UK
Birmingham
02.2011 - 04.2015
- Delivered banking, savings, loans, and investment solutions to retail clients.
- Deepened customer relationships and managed investment portfolios.
- Ensured AML/KYC compliance and risk management.
- Prospected, profiled, negotiated, and closed sales, generating referrals and new business.
- Managed outputs of Customer Service Advisers within the branch.
Relationship Manager (HNW), Equity Sales & Trading Unit
Diamond Capital & Financial Markets (Subsidiary of Diamond Bank Plc)
Lagos
06.2007 - 09.2008
- Managed and serviced a portfolio of high-net-worth clients.
- Generated new business through networking and introducers (accountants, solicitors).
- Conducted market research and analysis to support stockbrokers.
- Executed client trade mandates and prepared monthly/quarterly portfolio reports.
- Delivered investment advisory services aligned with regulatory guidelines.
Education
M.Sc - Marketing Management
University of Gloucestershire
01.2008 - 01.2010
B.Sc (Hons) - Marine Biology
University of Lagos
Skills
- Outstanding relationship building and management skills
- Attention to detail
- Analytical and strong numerical skills
- Well-rounded commercial and economic awareness and understanding of the financial markets
- Business communication and interpersonal skills
- Ability to work within a regulated environment and comply with set policies and procedures
- Cashflow modelling
- Microsoft Office (Word, Excel, PowerPoint)
- CRM systems (Intelliflo, Xplan, Salesforce)
Certification
- IFS Diploma for Financial Advisers (DipFA)
- CeMAP – Certificate in Mortgage Advice and Practice
- Certificate in Long Term Care & Later Life Planning
- BCS Certificate in Business Analysis Practice
- Chartered Institute of Stockbrokers (Nigeria) Level One
- IFS School of Finance CeFA
- Member — Nigerian Institute of Management
Accomplishments
- Chartered Financial Adviser (Level 6).
- Achieved Competent Adviser Status rapidly (Four Oaks).
- Consistent track record of generating new business through referrals and introducers.
- Strong client retention and repeat business across multiple firms.
- Proficient user of cashflow modelling software.
Training
- Endsleigh Financial, UK - Financial Sales Assistant Training
- KPMG Professional Services - Goal Setting and Performance Planning
- Who Moved My Cheese Training (Spencer Johnson Partners) - Gaining Change Skills
Affiliations
- Travelling the world, exploring culture, food and football.
References
References available upon request.
Timeline
Chartered Financial Adviser
Courtiers
07.2023 - 07.2026
Financial Adviser
Future Wealth Management
12.2021 - 01.2023
Financial Adviser
Lighthouse Financial Advice Ltd
08.2019 - 08.2021
Financial Adviser
Four Oaks Financial Services Ltd
06.2017 - 07.2019
Mortgage Adviser
Royal Bank of Scotland Group
04.2015 - 06.2017
Personal Banker
Santander UK
02.2011 - 04.2015
M.Sc - Marketing Management
University of Gloucestershire
01.2008 - 01.2010
Relationship Manager (HNW), Equity Sales & Trading Unit
Diamond Capital & Financial Markets (Subsidiary of Diamond Bank Plc)
06.2007 - 09.2008
B.Sc (Hons) - Marine Biology
University of Lagos