ISB was established in 1990 as an ancillary arm of the Mortgage Broker, Mortgages for Business, to provide independent financial advice to the local community. During this time, the company noticed that women were becoming increasingly active in the economy but that they experience more changes to their earning power than men when they take breaks from work or shift from full to part time work while they bring up their children.
In the past the financial services sector has tended to overlook the needs of women and in particular married women but research has shown that women more than ever, need to be helped and encouraged to make informed decisions in planning for their financial future.
ISB recognise that it is becoming increasingly important to target women as individuals with their own financial needs. Women need to plan for any changes to their earning capacity over their lifetimes so that they can concentrate on what is important in life and maintain a healthy life balance.
ISB now focusses totally on providing women with reliable advice and flexible financial products to suit all lifestyles.
PLEASE NOTE ISB ARE NOT LEGAL ADVISORS
Corporate Information
Clare Clark
Independent Financial Advisor
Clare started work with Guardian Royal Exchange way back in 1985 in London West office in the employee benefits department. She then moved to Henderson within their Statistical research department supporting investment managers.
After a chance discussion with an employment agency, Clare started a demanding position with Standard Life in 1987 as a pensions administrator and soon progressed through all three stages of her financial planning certificate.
Clare was then promoted to become Kents first lady broker consultant for Standard Life until ISB persuaded her to join them as an IFA in 1997. Initially the role was to service clients of Mortgages for Business but following the retirement of Patricia Davies of Davies Broadbent & Associates the company expanded to incorporate both businesses.
Clare is now an Independent Financial Advisor and a Director of ISB. The Business proactively markets and services clients whilst still maintaining professional standards with the assistance of a qualified business development manager. Her qualifications include CII Financial Planning 1, 2 & 3.
Purdey Brown
Business Development Analyst
Purdey has been working in the financial services for around 7 years and has extensive experience in a wide range of products. She started her career working for Norwich Union and worked as Sales Support. This role meant that she was responsible for looking after around 300 Independent Financial Advisors. During this time, Purdey managed to achieved her FPC 1, 2 & 3.
Following redundancy from Norwich Union, Purdey worked for an Independent Financial Advisor, Belmont International as an Employee Benefits administrator. Within this role she was responsible for Group Personal Pension, Group Permanent Health Insurance, Group Private Medical insurance and Group Death in Service.
Purdey then decided to get experience in other areas of financial services and so moved to another Independent Financial Advisor firm called Pauline Neve & Associates. Here, Purdey was employed as a Life administrator and increased her knowledge of Term Assurance. She was then recruited for ISB in October and has since been working alongside Clare. Purdey supports the team in her role as well as providing information to new and existing clients through research of contracts, providers and investments funds.
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