Summary

About Me:

Born in Wigan, I entered employment as a non-destructive inspection engineer in the oil, gas and energy sector. In 1984 I changed direction to work as a Police Officer with Lancashire Constabulary; constrained by the management structure then in place I left to enter the  financial services sector in 1988. Subsequently I formed a UK independent financial advisory practice which I exited in 2012 in order to travel more.

I am a keen scuba diver, preferably in warm water and love to travel to enjoy this activity. I enjoy hill and coastal walking and trekked Everest in late 2013. I also love sailing, reading and chilling with my friends.

My two daughters are my world; both are very independent young ladies, pursuing their own careers.

Current Activities:

I am currently seeking new opportunities

Where I do what I do:

I enjoy travelling extensively internationally to meet clients and for pleasure.

Who am I seeking to meet and work with?

If you have read this far, then probably you!

My ideal cients and business partners are independent of thought and seeking rewards for their activities. Comfortable with their current lifestyles and businesses, and recognising that the best returns are rarely advertised to the general public.

I am always open to new ideas and welcome approaches which may initially appear outside the above description.

 

Expertise

 

Creative solutions to generating income and growth based upon:

27 years financial services;

34 years business experience;

extensive contacts in the finance, property and commercial sector;

and the satisfaction of 'thinking outside the box'.


Experience

  • Managing Director
    1998 - Current

    Investment design, distribution and consultancy

    www.financial-solutions.co.uk

  • Lancashire Constabulary

    Police Constable
    1984 - 1988
    General Police duties based in Eastern Division, Lancashire. Area included Darwen town, Edgeworth, Turton, Belmont and Hoddlesden villages. Leftin order to move into financial services.
  • The financial Consultancy UK Ltd.

    Manging Director
    1998 - 2015

    UK Independent Financial Advisers

  • Holker House Business Centre

    Owner
    2007 - 2015

    Business Centre with conference and meeting facilities.

    www.holkerhouse.co.uk

  • Awesome Knowledge CIC

    Founding Partner
    2014 - Current

    www.awesome-knowledge.com

    Awesome Knowledge is a coaching and personal development community interest company offering the following services:

    A unique Work Ready Program (TM) for young people and those seeking a change of direction;

    Personal coaching;

    Business development coaching for owners and managers;

    Team building programs where productivity appears to have stalled;

    and much more...

    www.awesome-knowledge.com

  • Darwen Community Business Hub

    Founding Partner
    2013 - Current

    www.darwen-hub.org.uk

    A community inerest company formed to facilitate service delivery and information to the Darwen Community in the absence of support from the local council and employment services.

    We offer an independent consulting service to anyone seeking to establish their own business and a monthly networking club to assist in developing businesses through communication, interaction and discounted commercial services.

    www.1stthursdayclub.co.uk


Qualifications

Financial Planning Certificate Personal Financial Society - Member by Diploma Mortgage Advice Qualification

Clubs and Associations

Member of the Personal Financial Society [formerly Regional Officer & Club President for Life Insurance Association]; Member of LIONS International [2 years Club President, Young Lions Officer]; Master Scuba Diver [PADI];

Interests and Hobbies

Reading, sailing, scuba diving, local history, walking.

Email Stephen

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