Steve Carroll

Change of the Guard @Transact

Preston, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2024 — Present

Change of the Guard @Transact

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I am leaving Transact and retiring on the 31st May 2024 after 36 years in Financial Services! Its been a blast and I have loved nearly every minute 🤣and met some wonderful people many of whom are now close friends. My successor as BDM at Transact for the North West, Zac Angel, starts today and I know will take on the mantle and move the region forward and do a fantastic job alongside Claire McEwen looking after our existing and new firms. I am working with Zac and Claire until the end of May to ensure a smooth transition and look forward to catching up and saying good bye to many of my connections before I go.

SKILLS

Retirement PlanningBankingFinancial ServicesInvestmentsInvestment StrategiesInsuranceRelationship ManagementStaffing DevelopmentFinancial PlanningInheritance Tax PlanningWealthAsset ManagementPensionsStrategic InfluenceWealth ManagementSpray TanningStrategic PlanningFinancial AdvisoryStrategic Financial PlanningIncome Protection

ABOUT STEVE CARROLL

Strategic Partnership Manager for Cofunds 2010 to April 2014.Previously Broker Consultant with Clerical Medical/Scottish Widows from 1988 to 2010.

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Steve Carroll — Change of the Guard at Transact in Preston, GB | Unifers