Stephen Burdett

Current

Senior Financial Consultant at MBL Financial Services
Chairman at Isle of Man Junior Chamber of Commerce

Past

Senior Relationship Manager (International Premier Banking) at Lloyds TSB Offshore

Education

Institute of Financial Services
University of Manchester - Institute of Science and Technology

Recommended

4 people have recommended Stephen

Connections

221 connections

Industry

Financial Services

Websites

Stephen Burdett’s Summary

10 years+ UK & International Financial & Pension advice including QROPS set up and transfer (offshore pensions).

Stephen Burdett’s Specialties:

Senior relationship manager, Lloyds TSB International. Well networked globally accross several different industries.

Stephen Burdett’s Experience

Senior Financial Consultant

MBL Financial Services

(Financial Services industry)

March 2005 — Present (4 years 5 months)

MBL provide independent financial & pension advice to local and interantional clients, both private and corporate.
Established 1986 and privately owned, MBL are proud to offer all their clients completely independent advice throughout every stage of their lives.
Chairman

Isle of Man Junior Chamber of Commerce

(Non-Profit Organization Management industry)

September 2004 — Present (4 years 11 months)

The IOMJCC is a non profit making organisation set up to inspire and motivate our young professionals and leaders of tomorrow.

Our members range from ages between 18 and 60 from all walks of life. Our aim is to bring people together through a variety of organised networking events, provide ongoing coaching from local and international experts through hosted events.

We have a panel of around 12 committee members and all provide our time and effort free of charge to support the local community.
Senior Relationship Manager (International Premier Banking)

Lloyds TSB Offshore

(Public Company; Banking industry)

May 1999 — March 2005 (5 years 11 months)

During my service with Lloyds TSB International my role as International Premier Manager included attracting new business to the bank, during this time my portfolio was £60m and could have grown significantly bigger, only my portfolio was restricted to 100 private clients in order to maintain a high level of personalised service.

Stephen Burdett’s Education

Institute of Financial Services

Financial Planning 1999 — 2008
University of Manchester - Institute of Science and Technology

Additional Information

Stephen Burdett’s Websites:

Stephen Burdett’s Interests:

Gadgets, Motor Racing, Traveling, Scuba Diving

Stephen Burdett’s Groups:

Isle of Man Junior Chamber of Commerce, Chartered Management Institute, Institute of Directors, Chartered Insurance Institute, Isle of Man Networking Association

Web 2.0
IFA Life - the Social Network for Financial Planners and IFAs
Lloyds TSB Bank
CAIA: Chartered Alternative Investment Analysts and Candidates
Financial Planner Alliance
Sports Industry Network™
Tweeple
Pension and Employee Benefits Specialists
Isle of Man
WA Business News Events
THE PRIVATE BANK
PROFESSIONALS WINNING ACROSS BORDERS ▪ PWAB ▪ International & Diverse Network of 160+ Countries
Isle of Man Networking Association
QROPS (Qualifying Recognised Overseas Pension Schemes)
Financial Services Network
Networking WA
Alternative Investment Group
BCS Isle of Man International Section contacts