Mike Chase's Email Addresses & Phone Numbers

A diploma qualified Independent Financial Adviser and Pension Transfer Specialist. A successful track record in client consulting, client management and business development, with previous experience of team management. Ability to understand and identify the key needs and drivers of individuals and businesses and suggest appropriate solutions. Excellent communication skills to obtain client "buy in".Regional Financial Adviser @...

A diploma qualified Independent Financial Adviser and Pension Transfer Specialist. A successful track record in client consulting, client management and business development, with previous experience of team management. Ability to understand and identify the key needs and drivers of individuals and businesses and suggest appropriate solutions. Excellent communication skills to obtain client "buy in".Regional Financial Adviser @ Independent Financial Adviser and Pension Transfer Specialist. From January 2015 to Present (10 months) Consultant @ Financial Consultant to High Net Worth clients From December 2012 to December 2014 (2 years 1 month) CheshireHigh Net Worth Business Development Manager @ Duties very similar to those of Senior New Business Consultant, except there is no responsibility to represent the SSAS/SIPP Practice. From April 2011 to November 2012 (1 year 8 months) Senior New Business Consultant @ Part of a team working within the SSAS/SIPP Practice of HSBC, with responsibility for the North West of England, Scotland, Wales and Northern Ireland. Successfully represented the SSAS/SIPP Practice internally by attending regional and local team meetings, social events, training sessions, etc. Built close working relationships with successful HSBC Independent Financial Advisers, Fund Managers, and HSBC Private Bank. Spoke at client seminars to promote the concept of pension provision, self investment and drawdown options, with highly favourable feedback and the generation of new business leads. Closely involved in the sales process for high net worth pension cases, assisting the IFAs by:- Providing technical support Producing compliant reports with recommendations on pension transfers and pension drawdown Attending client meetings to ensure adequate fact finding and analysis of client needs. Also following issue of a report to explain advice and obtain client “buy in”. Measured on sales through a target for Funds Under Management generated. Target increased from £20 million to £35 million over above period. After first year consistently hit or exceeded target. From January 2003 to March 2011 (8 years 3 months) SSAS/SIPP Team Manager and Client Consultant @ Lead a team in Manchester, with responsibility for all aspects of management of the team and the clients. On recruitment it was clear the team was “dysfunctional”. There was low morale and unacceptable levels of unbilled work in progress (WIP) and aged debts. Client service was poor and profitability low. Over the above period the team was completely replaced and procedures put in place to:- Service clients Bill WIP regularly and on time Collect debts This lead to increased profitability and the generation of new business. From April 2000 to January 2003 (2 years 10 months) Manchester, United KingdomSSAS Team Manager and Client Consultant @ Responsible for managing a SSAS team and portfolio of over 150 SSAS clients, and for developing the business in a changing environment. Achievements included:- Introduced procedures to meet all clients for an annual review. This identified profitable and unprofitable clients and generated additional added value work and increased profitability. Clients were billed and debts collected in a timely manner ensuring WIP and aged debts remained within acceptable levels. Team members were appraised and reviewed in a professional manner. Poor performers were successfully “managed out” and replacement staff recruited. From January 1992 to April 2000 (8 years 4 months) SSAS Pension Consultant @ Responsible for actuarial valuations of SSAS Schemes and ensuring deadlines were met. Meet with clients to discuss actuarial valuation results and other issues such as investments (both conventional and unconventional), pension drawdown, etc. Developed excellent relationships with many high net worth clients and generated significant additional added value work From January 1988 to January 1992 (4 years 1 month) Actuarial Trainee @ Undertook a variety of actuarial roles including valuations of defined benefit schemes, friendly societies and SSASs. Also handled compensation cases, and priced certain insured pension products for Swiss Life. Ensured deadlines were successfully met. From January 1982 to January 1988 (6 years 1 month) Master of Arts (M.A.), Physics @ New College, Oxford From 1979 to 1982 St Francis Xavier College Liverpool From 1971 to 1979 Diploma, Financial Planning @ FPS Mike Chase is skilled in: Pensions, Investments, Wealth Management, Financial Services, Portfolio Management, Financial Advisory, Defined Benefit, Strategic Financial..., Investment Advisory, Retirement Planning, Actuarial Science, Investment Management, Investment Strategies, Retirement, Asset Managment, Relationship Management, Business Development, Risk Management, Fixed Income, Derivatives, Banking, Wealth, Insurance, Financial Risk, Income Protection, Finance, High Net Worth..., Asset Management