As a Business Development Director, I work closely with financial advisers across the South West region. By understanding each advisers business model and advice process, I discuss the various services and products that Investec can offer to their respective clients. I mostly discuss our bespoke DFM solution, introducing our local and dedicated Investment Manager who will work in partnership with the adviser to understand each client's investment goals and objectives. Most importantly, I endeavour to provide and exceptional level of service to both the adviser and client. I will manage timescales accordingly and always deliver on my promises. I offer a hands-on process to ensure the adviser has an a simple and effective process when introducing business to Investec.
I have been employed in a Sales and Business Development role for over 30 years, working with financial advisers across the South West region. I have worked for a couple of major life companies, at Aviva and Zurich Intermediary Group. My role at Investec has enabled me to develop additional relationships across the region, introducing our DFM service to a number of intermediary firms. My various roles have enabled me to gain a full understanding of how advisers work, their business models and overall advice process. I am confident that over many years of working with advisers, I can identify the business value that is required to maximise business opportunities and deliver an exceptional service to the adviser and their client.
I am a social person and enjoying meeting people from all walks of life, specifically over a pint or a spot of lunch or dinner! This has enabled me to build up a number of strong relationships within the financial services industry. I enjoy watching various sports, especially cricket and football. As my playing days are now over, my fitness regime is either walking the dog and going for a bike ride. My relaxation time is taken up by listening to music.
My areas of expertise
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Investec for Advisers offers a number of different services which are all available and easy to find under one website. Our website is simple and easy to navigate. We also offer a dedicated Business Development Director who can discuss each service in more detail.