Existing sales consultants Stephen Feldwick, Steve Sharp and Nathan Blackmore, who previously focused on IOMA’s IHT products, will now work with financial advisers and their clients to introduce the full range of IOMA’s specialist life, pensions and investment planning services.
Feldwick has more than twenty years’ experience working for financial services companies including Scottish Provident, Scottish Mutual, Skandia Life and Lombard International Assurance. He specialises in inheritance tax and estate planning, offshore investment planning and cross border life assurance.
Sharp focuses largely on inheritance tax planning and wealth preservation strategies. He has fifteen years’ experience in financial services and previously held sales consultant roles at Scottish Provident International and Abbey National Group.
Blackmore started his financial services career at WAY Investment Services in a marketing/sales support role and recently passed the STEP Certificate for Financial Services (Trusts and Estate Planning).
Chris Kenning, Group CFO, said: “We are well known for our IHT products, but continue to develop and add to the range of products and services we offer our clients. We have worked with Stephen, Steve and Nathan on our IHT products for a number of years and believe the time is now right to make greater use of their expertise across life, pensions and investment.”
