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Meet the trainers

The Financial Adviser School trainers are committed to helping learners achieve success.

Having worked as financial advisers themselves, they have first-hand knowledge of what it takes to have a prosperous career.

They’ll work with learners to help them gain confidence in all areas of the curriculum; from technical knowledge through to soft skills such as building trust with clients and handling objections. By giving extra support in particular areas when needed, they’ll do everything in their power to help learners to pass the programme.

David Trowell

David joined the school at its inception and has seen a number of intakes progress through the school. Prior to joining the Financial Adviser School David worked with Sesame for 11 years as a trainer and events host. David started his career in financial services in 1990 as an agent with Pearl Assurance and then a Financial Adviser with Sun Life of Canada.

Qualifications

  • AF4 Investment planning
  • CII Diploma in Financial Planning
  • CII Financial Planning Certificates 1,2 and 3
  • IFS CeMAP Bridge
  • IFS Certificate of regulated Equity Release
  • IFS Certificate of Regulated General Insurance

Caroline Hunn

With over 20 years’ experience in the financial services industry Caroline has worked as a financial adviser and regional manager for both Aviva and Legal & General. Caroline has worked with financial advisers through many industry changes and at different stages of their careers. Caroline enjoys the ever changing environment of financial services and supporting advisers in order that they may continue to provide a professional service for their clients.

Qualifications

  • CII Certificate in Equity Release
  • CII Diploma in Financial Planning
  • CII Certificate in Financial Planning
  • CII Certificate in Lifetime Mortgage Activities
  • CII Certificate in Life & Pensions
  • IFS Certificate in Mortgage Advice & Practice

Susan Bishop

Sue has gained a very broad range of experience during her 26 years within financial services. After a number of years running her own business as an independent financial adviser and mortgage broker she changed role to Director of Operations and Compliance. More recently she has worked for Intrinsic as a field coach. Sue is passionate that financial planning should make a positive difference to clients’ lives and continues this passion in developing the new generation of financial advisers entering the industry.

Qualifications

  • CII Diploma In Financial Planning
  • CII Certificate in Equity Release
  • CIB Certificate in Mortgage Advice and Practice

Paul Sennett

Paul is a Chartered Financial Planner who has worked in financial services for over 25 years. His career has included working in Learning & Development for Aviva mentoring inexperienced and experienced financial advisers through stage 1 to Competent Adviser Status.

Paul has also had other roles including a T&C Supervisor and more recently a Pension Guidance Specialist for Pensionwise.

Qualifications

  • CII Certificate in Financial Planning
  • CII Diploma in Financial Planning
  • CII G10 Taxation & Trusts
  • CII H15 Supervision and Sales Management
  • CII G60 Pensions
  • CII AF5 Financial Planning Process
  • CII J11 Wrap and Platform Services
  • CII ER1 Certificate in Equity Release
  • IFS Certificate in Mortgage Advice & Practice

David Pearce

In his four decades working in Financial Services Dave has accumulated a wealth of experience in areas of underwriting, Tax & Legal Advice, Compliance, Client Advice, Management, Training design & delivery for skills, knowledge and behaviours.

Dave believes the success to learning & development lies in establishing clear objectives, aligning training activity to those objectives and then finally, keep it simple.

Qualifications 

  • Fellow of the Chartered Insurance Institute
  • Diploma in Financial Planning
  • Certificate in Training Practice (CIPD)
  • Institute of Chartered Secretaries

Paul Lucas

Paul is a Chartered Financial Planner who has worked in financial services for 30 years. His career has included working as an IFA for over a decade before transitioning to Learning & Development where he has worked for the last 12 years.

Paul has many years of sales experience and extensive technical knowledge. With his ability to present information in an easy to understand format combined with a strong emphasis upon turning technical knowledge into tangible results, his training is always high in demand.

Qualifications

  • CII Certificate in Financial Planning
  • CII Diploma in Financial Planning
  • CII G10 Taxation & Trusts
  • CII G20 Personal Investment Planning
  • CII G30 Business Financial Planning
  • CII G60 Pensions
  • CII AF5 Financial Planning Process
  • CII J07 Supervision
  • CII R06 Financial Planning Practice
  • CII ER1 Certificate in Equity Release
  • IFS Certificate in Mortgage Advice & Practice