CURRENT ROLE
Business Development Director, Nucleus Financial (April 2017 - to date)
As Business Development Director for the Midlands my role is to engage with high quality adviser firms and, along with our dedicated team at HQ, deliver a platform solution that enhances their client proposition and to support the evolution of their businesses in the ever-changing landscape of UK financial services.
Business Development Director, Nucleus Financial (April 2017 - to date)
As Business Development Director for the Midlands my role is to engage with high quality adviser firms and, along with our dedicated team at HQ, deliver a platform solution that enhances their client proposition and to support the evolution of their businesses in the ever-changing landscape of UK financial services.
|
PROFESSIONAL QUALIFICATIONS Financial Planning Certificate in 2000/01 G10: Taxation and Trusts in October 2002 S&I: Savings and Investments AFPC in July 2003 G20: Personal Investment Planning in October 2003 G30: Business Financial Planning in April 2005 CF6: Mortgage Advice in January 2006 CF7: Lifetime Mortgages in January 2006 Institute of Professional Will Writers Qualification (Full Will Writer) in April 2006 G60: Pensions in October 2006 CF8: Long Term Care - June 2007 CF9: Pensions Simplification – July 2007 JO5: Pension Income Options – October 2007 JO7: Supervision – October 2007 (Distinction) HR1: Home reversion – March 2009 Chartered Financial Planner - April 2009 R01: FS Regulation & Ethics - November 2012 J11: Wrap and Platform Services - November 2014 J10: Discretionary Investment Management - March 2015 EDUCATION UNIVERSITY COLLEGE LONDON (1997-2000) BSc (hons) Geography, Grade:2:1 This course embraced all aspects of Geography including economic, political and environmental concerns. My focus was on environmental consciousness, more specifically regarding aquatic environments and the use of artifical wetlands for wastewater purification. FOREST SCHOOL, Snaresbrook, London (1990-97) PUBLICATIONS
|
PAST ROLES Partner (Business Development) & Chartered Financial Planner, Professional Practice Services, Bromsgrove, May 2010 - December 2016. I joined PPS in May 2010 as an authorised Independent Financial Adviser with the remit to develop the business in terms of the scope and depth of services offered to all our clients, current and future. After three years I was invited to become an equity partner in PPS and this completed in June 2013. I worked closely with my Business Partners, David Hodgetts and Paul Jackson, to ensure we delivered the highest level of customer service and advice to our Veterinary clients across the UK. I appeared on several occasions in Veterinary Publications and had the pleasure of presenting at Veterinary CPD Events across the UK. Freelance Financial Services Study Facilitator Midlands, Feb 2009 – December 2010 Technical Director, Premier Group Birmingham, Sept 2005 – May 2010 Financial Planning Consultant, Baigrie Davies & Co London, Oct 2001 - Sept 2005 Paraplanner, Levy Gee Financial Services London, Nov 2000 – Oct 2001 Administrator, Maureen Watson Financial Advisors Loughton, 1994- 2000 | ||