Stephen Milligan MBA Certs CII (MP&ER)

+44 (0)7976 206116 · Preston, Lancashire · stephen@stephen-milligan.com · linkedin.com/in/stephen-milligan

Solution Driven   |   Goal-Attaining Business Strategies   |   Tenacious

 A proactive, resourceful leader who loves working with people and enjoys total immersion in a project from start to finish. Proven sales and development strategic process creation and scaling delivering across multiple highly regulated markets and geographies. Proven analytic solutions to complex business and financial problems across service and industrial sectors. Confident speaker and presenter to individuals and groups.

WORK EXPERIENCE    

Consultant – Preston, Lancashire, National                                                                                                                                                                                   2020 – current

• Multiple clients related to Property, Finance and Insurance 

Epoch Lifespace Ltd – Preston, Lancashire, Global                                                                                                                                                                           2021 – 2022

Business Development Manager

• Newly formed company seeking to penetrate established industries with new technologies in the environmental space. Presenting products and services to key decision-makers face-to-face and via online conferencing.
• Developed process for marketing products to global markets ahead of schedule
• Initiating relationships with UK and Euro subsidiaries of Global Corporations

Finesco Capital Management Ltd – Labuan, Malaysia & Manilla, Philippines                                                                                                                            2017 – 2018

Director

• Securing authorisation to trade, compliance, business oversight framework development.
• Initiated and completed financial regulated authority to operate in jurisdiction ahead of schedule
• Established business structure and compliance procedures
• Negotiation of investment & insurance facilities with international product and service providers

The Financial Consultancy (UK) Ltd – Wigan & Darwen, Lancashire                                                                                                                                           1998 – 2013

Founder / Managing Director

Business sold to take extended sabbatical and travel globally.

• Independent Financial Advisory services to business owners and their families. Compliance and management functions leading the business and support team.
• Successfully established 2 advisory offices with 200+ clients, 1000+ policyholders
• Managed client portfolios £50m+ agreeing and maintaining risk profiles and volatility.
• Maintained excellent Regulatory relationships

Lancashire Constabulary – Lancashire                                                                                                                                                                                            1984 – 1988

Police Officer

CooperMet Ltd – England & Scotland                                                                                                                                                                                                 1981 – 1983

Non Destructive Testing Inspector

• Radiographic, ultrasonic, chemical and mechanical testing of industrial metal fabrications to detect hidden flaws

EDUCATION         

York St John University – York, Yorkshire                                                                                                                                                                                                      2022

• MBA – [Distinction] – Change Management, Finance, International Trade & Marketing.

Chartered Insurance Institute – London

• Financial Services, Regulation & Ethics
• Equity Release
• MAQ / Mortgage Advice
• Financial Planning Certificate

PROFESSIONAL SKILLS

• Analytical Problem Solving as a function of Strategic Business Planning and Organisation
• Leadership and Collaboration, Public Speaking
• Listening, relationship building with stakeholders and clients
• Working knowledge of current online marketing techniques and IT Systems

VOLUNTEER EXPERIENCE                            

Action Medical Research – London                                                                                                                                                                                                               2013

Voluntary Fundraising

• Trek Everest – Successfully summitted Kala Patthar 5,500m

Lions International – Darwen, Lancashire                                                                                                                                                                                         1997 – 2012

Voluntary Service

• Club President: created new Youth Club 30 members – Appointed Regional Officer.
• Other Roles: Secretary, Membership Officer 300% [growth]; treasurer; Fundraiser £10k+

Life Insurance Association –Preston, Lancashire                                                                                                                                                                              1994 -2001

Professional Body – merged into the Chartered Insurance Institute

• Member > Regional Officer > Chairman – Preston, North Lancashire & Cumbria Region. Public speaking to 150+ Members, chairing committees; presenting reports to the national governing body; hosting guest speakers with national and international profiles. Lead charitable fundraising.

AWARDS AND HONORS

York St John University – York, Yorkshire                                                                                                                                                                                                     2022

• Master Business Administration [Distinction] – Postgraduate Final Project Prize for the highest mark in the Dissertation

Royal Humane Society – London                                                                                                                                                                                                                   1979

• Bronze Medal & Certificate for saving a man from drowning at sea

PROFESSIONAL MEMBERSHIPS

• Chartered Insurance Institute                                                                                                                                                                                                     2001 – current

INTERESTS

I enjoy reading, music, hiking, scuba, sailing and love travelling to experience new locations, food and people, all of which feed constant personal growth and mindset.