About Me:
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.