Paul Carroll

Gatehouse Insurance
Mortgage & Insurance Adviser

Send Service Enquiry

Service:
Financial Adviser +1

Locations:
Manchester +2

Summary

Financial Adviser with many years experience of meeting client's needs on a face to face basis and 22 years experience in the Financial Services industry.

0161 705 4366 or paul.carroll@comparefinanceltd.co.uk

Area of Expertise

• Life Insurance
• Critical Illness Cover
• Income Protection
• Private Medical Insurance
• Accident, Sickness & Unemployment Cover

• Business Protection - Loan Protection, Shareholder Protection & Key Person cover

• Business Insurances - Public & Employer's Liability, Professional Indemnity, Directors & Officers
• Commercial Buildings & Contents - Shops & Office packages, Retail, Warehouses
• 'Niche' Commercial Insurance - Care Homes, Hotels, Agricultural, Classic Car, Marine, Leisure

• Home Insurance - including non-standard constructions and underpinned homes
• Landlords Insurance - Building & Contents, Rent Guarantees

Experience

Mortgage & Insurance Adviser - Gatehouse Insurance

2011-Present

Professional advice to personal and business customers on all aspects of Mortgages, Insurances, Life Assurance & Business Protection.

Financial Planning Manager - Barclays Wealth

2010-2011

Face to face financial planning advice on investments, pensions and life insurance to branch customers

Financial Planning Manager - AXA Sun Life

2009-2010

Face to face Financial Planning advice to customers of Britannia Building Society.

Client Manager - Bank of Scotland

2006-2008

Wealth Management role advising clients on Inheritance Tax Planning, Pension Transfers and Annuities.

Financial Planning Manager - Barclays Wealth

2004-2006

Face to face financial planning advice on investments, pensions and life insurance to branch customers

Team Manager - Friends Provident

1990-2004

Many years doing various back office roles including Admin, Servicing, Underwriting, Full Time Training and in the latter years, running teams of administrators.