Certificate in Mortgage Advice and Practice CeMAP, Mortgage Advice

Grade: Pass with Merit 21st July 2004 CeMAP Bridge awarded in July 2004 (and Member IFS in July 2004) - statutory requirement to enable the provision of mortgage advice.

Financial Planning Certificate FPC Fully Completed, Life Insurance Pensions Investments

Completed FPC in January 2004 and Cert PFS Jan 2006

Construction Site Managers Safety Certificate, Safety Management Training for Building and Civil Engineering Industries

Awarded Certificate in Nov 1992

Risk Management BA, Physical Risk control, Risk financing

Grade: Pass (only was a three year ordinary degree back then!)

Diploma in Insurance, Insurance Diploma

Grade: Chartered Insurance Risk Manager Activities and societies: Associate of Chartered Insurance Institute ( ACII ) by examination

Independent Business Owner

Corporate risk foresight analyst and strategy planning consultant researching and developing business intelligence. Building enterprise risk knowledge insight and disseminating risk management ideas to improve lives protect business and create new corporate opportunities for corporate growth.

Promoting marketing advertising better business protection faster business growth locally and globally.

Enhancing business enterprise performance and maximising return on corporate assets by helping to solve business problems more profitably.

Provides a holistic integrated enterprise-wide risk-based approach to business management via executive training, ERM capability reviews and foresight analysis tools and techniques.

Interested in, dedicated to and passionate about understanding the economic and social trends and corporate risk drivers that will shape the future and global society.
Keen to collaborate with like-minded business leaders, academia and research and development bodies for mutual gain
Delivering our enterprise risk management capability through global network of Partners supported by BusinessRiskTV.com Risk Academy and our business development and growth hub

Using our professional relationships and networks to provide advice and support internationally.

Providing foresight innovation and risk management solutions to protect business and create new business opportunities with better decision making processes.

Helping business leaders and entrepreneurs better understand risk and its impact on business objectives to design improved business strategies for better performance with longer sustainability.

Identifying and delivering risk consulting projects across broad range of industries to better protect businesses and grow business faster for long-term success.

Developing Growth Hacking techniques using websites and social media

Developed industry leading social media accounts for business leaders with thousands of members and/or top 10 Google searches.

Compliance Audit Team Leader

Revised and updated audit framework for financial firms.
Revised and updated audit template for financial firms.
Managed team of four compliance auditors.
Undertook financial firm audits and recommended compliance improvements.
Innovated and changed audit process for financial firms.
Supported the commercial development of financial firms.

Mortgage Advisor

Risk Control Consultant

Maximising Clients Potential By Delivering Business Enterprise Corporate Risk Management Consulting Services.

Designing Selling and Delivering Risk Management auditing and training services.

Take responsibility as the main contact and provider of risk control services for a number of clients endeavouring to ensure that contracted work is completed to the clients satisfaction and selling-on / responding to requests for additional services

Conduct a wide range of risk management and general liability appraisals and audits resulting in practical risk control recommendations. Prepare well written reports and be able to present the findings of reports to clients as required.

Produce and present training courses on a wide range of risk management subjects.

Undertake statistical analysis of claims and produce loss control reports to clients.

Prepare proposals to clients on a range of services.

KEY ACHIEVEMENTS
✔ Majority of client\’s testimonials used in some of the biggest contracts won by Risk Control Department were my client\’s testimonials
✔ Designed and presented many new risk management training programmes to improve the knowledge of executives internationally and domestically, in the public sector and private sector.
✔ Advised and trained public sector executives in business continuity management including designing and presenting table-top exercises.
✔ Presented Enterprise Risk Management training courses to domestic and international executives many of which provided me with glowing recommendations.
✔ Created and implemented expert training services on safety management courses.
✔ Sold and delivered many thousands of pounds of fleet risk management, safety management, property risk management and enterprise risk management services – auditing and training courses over several years. Top performer in terms of new sales of non-core services.
✔ Designed, sold and delivered own risk management ideas to existing client base and new- new client base.

Risk Manager

Innovating Designing Selling Delivering Risk Management Consultancy and Training Services.

KEY ACHIEVEMENTS
✔ Supported the retention of one of the biggest most prestigious insurance broking clients over two renewal years, with innovative safety services helping to secure significant broking income and support new business development opportunities.
✔ Designed and presented several risk management presentations to develop and retain insurance broking client fee income
✔ Created and delivered expert safety training services to develop new risk management fee income and support retention of prestigious client\’s in motor vehicle manufacturing sector.

Director

Developing business solutions for companies in the UK

See Wilkinson Rodgers Insurance Brokers comments.

Risk Manager

Designing selling & delivering risk management services.

Corporate commercial insurance business development.

Insurance property, business interruption & liability surveying for new business & renewal retention purposes.

Providing risk improvement recommendations for businesses.

Agreed with Managing Director / Chairman to set-up other companies, with him, to sell my holistic risk management ideas of which I was subsequently a director of, with the promise of 5% share every year for 5 years including WR Risk Control Services Ltd, WR Risk Management Services Ltd, WR Loss Control Services Ltd and WR Business Solutions Ltd. I never got the shares cause I didn\’t last the full year exactly & regretfully I am not sure what happened to the companies, though you can see reference to them in this LinkedIn profile (above and below) to try to help you, & me, figure out \gaps\ in career profile!

KEY ACHIEVEMENTS
✔ Getting in front for many key Yorkshire business decision makers to sell commercial insurance
✔ Cold calling, meeting key decision makers of some of biggest Yorkshire businesses, surveying, presenting new commercial new business including survey package to insurers, then presenting new business presentation to prospects – a feat that has rarely ever been replicated for such a variety of large manufacturing risks, but there is a perhaps a reason for that insurance broking and insurance surveying processes are separated! Never won one single insurance broking client. Was it me or the company? Probably both, though I like to think my relationship with prospects was great and the broking from a small broking house was poor! I think the broker sold his business to a larger broker shortly after?
✔ Secured thousands of pounds of new-new income selling & delivering safety services to small businesses in Yorkshire. My ideas, my services, my income.
✔ Supporting insurance broking business renewal via property, business interruption and liability insurance surveys.

Financial Advisor

Qualified stockbroker advising and selling investments in stocks and shares.

Valuing probate for individuals and solicitors and accountants.

Part qualified financial planning adviser (Parts 1 & 2) preparing to advise on personal finance products for saving, protection and investments.

Director

Assisting managing insurance brokerage part of Windsor plc

I started as Risk Manager (see below) and was promoted to Associate Director around 1997ish

Risk Surveyor

Property business interruption liability surveys for new business and renewal retention insurance underwriting. Designing selling and delivering risk management services. Clients include education, higher education, international retailers, utilities, manufacturing, property developing, property management, national restaurant chains, wholesalers, leisure industry and construction.

Risk Control Consultant

Motor fleet risk management advice. Post-loss property surveys for major fires including risk improvement recommendations for rest of public sector property portfolios. Development of insured and uninsured property and liability losses analysis to inform risk improvement decision-making. Advising on the best use of risk management information system to manage property and liability losses.