About me
My priortiy is to build both new and existing relationships with professional adviser firms throughout Yorkshire and the North East, providing a first-class service. I focus mainly on helping advisers deliver suitable investment solutions to all client profiles, keeping them up to date with industry and regulatory changes to help ensure they are compliant. By working closely with adviser firms to provide efficient and profitable client solutions, this in turn helps them to develop and grow their business in the future.
Background/Experience
I have over three decades of experience in intermediary sales and business development, having spent most of my career with product providers and discretionary asset managers. This included positions as key account director at Legal & General, and intermediary sales manager at Brooks Macdonald, prior to joining Investec. I hold the Financial Planning Certificate (FPC) 1, 2 and 3, as well as the Advanced Financial Planning Certificate papers G60 and CF9.
My Interests
I enjoy most sports having previously played football, rugby and cricket at local levels. I now play squash at Otley Squash Club and enjoy walking and going to the gym. I also endure watching Bradford City FC as a long serving Season Ticket holder.
My areas of expertise
Contact me via the form to learn more about....
Helping IFAs with investment management for their clients
Exceptional service is provided by the local office, ensuring both advisers and clients have the best possible experience when dealing with Investec.