METCALF MOAT IFA LIMITED - Key Persons
Job Titles:
- Co - Founder of Metcalf Moat Independent Financial Advisers
I started my Financial Services career with a national insurance company in 1987, where I worked for ten years before leaving to join Metcalf Moat. I knew and respected the team at Metcalf Moat, and wanted to be able to offer clients independent advice.
While I worked for the insurance company, I was only able to offer their products to address a client's needs. When considering the whole market, that plan may not have been the most suitable in terms of what it offered the client. Independence means I can now research the whole of the market before making a recommendation.
My main objective is to fully understand a client's current financial situation and needs. They may simply be wishing to review existing arrangements, or seeking a solution to a financial matter that is causing them concern. Once I feel confident that I understand my client's situation, I am then in a position to research the whole market, before offering advice, and, a recommendation of the solution, or solutions, which I believe are the most suitable to meet their needs.
I joined one of the UK's best known and largest life, investment and pension companies back in the mid 1990's. My initial role was to provide administrative support to independent financial advisers. This role led to my promotion as a Telephone Account Manager, and eventually Regional Account Manager, where I was responsible for some of the largest and well known providers of financial advice in the UK.