About me
As a Business Development Director my role is develop professional intermediaries’ investment propositions to deliver positive outcomes for their clients, through carefully selected wealth and banking solutions that can be tailored to meet the individual client’s requirements.
I specialise in working with financial advisers, law firms and accountants providing ideas and exceptional service to help grow and develop their businesses through regulatory updates and sharing of best practice.
Background/Experience
I have over 13 years’ experience within financial services, always working with financial intermediaries.
My Interests
Golf, Football, Rugby and Cricket.
My areas of expertise
Contact me via the form to learn more about...
Helping IFAs with investment management for their clients
I'm also an expert in...
Locating soft play centres for my 3 year old twin girls to explore whilst storing my golf clubs in the boot of my car.
The ability to offer a truly bespoke service is something rare in the market place, whether this be via the private bank or the bespoke investment service is something which makes us different.