|
|
ConsultantsConsultantsNick Flynn
Experience After finishing University, Nick joined Prudential in 1995 within their Final Salary pension’s team and within 2 years was promoted to Manager of the Bulk Annuities department. In 1999, Nick decided to become an IFA, joining Wentworth Rose as a Pensions Consultant specialising in Annuities, Drawdown and Pension Transfers. Following 18 months of employment with Wentworth Rose, Nick became the Sales Manager for the Annuities department. Once Wentworth Rose was purchased by AEGON and merged with 4 other IFA’s to become Origen Nick’s role increased significantly. He grew the team from its original specialisation in Annuities to that of a full Retirement Service and taking on Account Director responsibilities for new and existing Introducers. Nick is always a regular contributor to Industry and National Press in relation to Pensions and Retirement issues. Nick joined LEBC Group in July 2008 to create a new division, ‘The Retirement Adviser’. Specialisation Pension Income Options Kirsty Turner
Experience Kirsty joined Prudential in their Business Validation Unit part of the Compliance Department in 2000 until the closure of the Direct Sales Force in 2001. Following this, Kirsty moved on to Towry Law working as a Pensions Technician in the Retirement Options Service. Kirsty moved into the IFA arena in 2002 securing a job within the Retirement Service at Wentworth Rose as a Pensions Consultant. Kirsty progressed within the company taking on compliance and sales management responsibilities and becoming Annuities Supervisor in 2003 and Sales Manager in 2006. Her time with this employer saw the merger of the company with 4 other IFAs to form Origen Financial Services Limited. Kirsty joined LEBC Group in July 2008 to create a new division, ‘The Retirement Adviser’, with Nick Flynn. Specialisation Pension Income Options
Mark Taylor
Experience Mark joined Prudential in 1987 as “The Man from the Pru” providing advice as part of their Direct Sales Force. Mark became an Independent Financial Adviser in 1991 and until 2002 providing holistic advice, although with a emphasis on retirement planning. In 2002, Mark joined Regent in a predominantly pensions orientated role as a Pension Transfer Specialist. Mark ran the Pension Bureau within Regent, providing non-G60 qualified advisers the opportunity for referring their clients. He signed off all Occupational Pension Transfers and completed Compliance checks on Personal Pension Transfer and USP business. Mark joined LEBC Group in August 2008 within a new division, ‘The Retirement Adviser’. Specialisation Pension Transfer
Lucy Bellman
Experience Lucy Joined Prudential in the Annuity Payment Department in 1994 gaining a deep understanding of the procedures relating to the payment of annuities. Following on from this Lucy took up a position at The Annuity Bureau Ltd, progressing to an annuity consultant providing advice to clients at Retirement. In 2001 Lucy accepted a similar position at Wentworth Rose as a Pension Consultant. During her time with this employer she saw the merger of the company with 4 other IFAs to form Origen Financial Services Limited. Lucy joined Living Time in 2007, where she worked in Sales Development creating Sales & Technical Collateral and offering support for all sales channels handling technical queries from the internal sales force and IFAs. Lucy joined LEBC Group in October 2008 to work as a Retirement Consultant for the new division, ‘The Retirement Adviser’. Specialisation Pension Income Options Chris Larby
Experience Chris joined Wentworth Rose in 2003 as Pension Support within the highly successful annuity team. Shortly after joining, Wentworth Rose merged with 4 other IFAs to form Origen Financial Services. Chris successfully applied for a role as an Annuity Consultant in May 2006 after successfully completing the Financial Planning Certificate examinations. Chris joined LEBC Group in April 2009 to work as a Retirement Consultant for ‘The Retirement Adviser’. Specialisation Pension Income Options Dominic Davey
Experience Dominic started his career in 1987 when he joined Hogg Robinson Financial Services within their administration team. He rapidly progressed to become a general Financial Planning Consultant and worked for Hogg Robinson for 13 years by the end of which Dominic reached branch director level. He left to create a specialist Financial Planning Department within a firm of Chartered Accountants named Oury Clark where he worked until he was headhunted to join Wentworth Rose as an Executive Manager. During his time at Wentworth Rose he built a team of Wealth Management Consultants and only left after being headhunted again by the Jelf Group to strengthen their Corporate Services Team. He has a wealth of experience in dealing with individual and corporate clients at all levels and is proud to offer the same high standards to everything he attempts. Dominic believes in the importance of the adviser client relationship, individual or corporate and the trust and understanding that is built when dealing with long term relationships. Dominic joined the LEBC Group in September 2009 and works from our Specialisation Retirement, Tax and Inheritance Planning |
Latest NewsThe Retirement Adviser shortlisted for award |
