Brian G.

Brian G. Email and Phone Number

Brian G.'s Location
Ringwood, England, United Kingdom, United Kingdom
About Brian G.

I've worked in financial services since 1985. I have held several senior management roles in large insurance companies or providers and large advisory businesses. I am currently a Non Executive Director for the On Line Partnership Group and Chair of the Risk Committee. I have been fortunate to experience business life for both the manufacturer in investment or insurance products and their distribution in the advice market. After over 25 years with Friends Provident the last 10 years have been spent in the advice arena leading a large IFA Network and more recently with St James’s Place Wealth Management & as COO for Policy Services (and IFA business based in Scotland) and now Non Executive Director for the On Line Partnership Group.I have been heavily involved with acquiring and integrating businesses as well as the senior management and operations of advice businesses. Holding Control & SMF functions at a number of these businesses means I have developed skills and experience across most aspects of the financial advice industry including:-* distribution market expertise;* acquisition - overseeing the due diligence, disclosure and contractual processes;* operations & proposition development and * strategic projects and change management.In 2022 I have set up Galvin Consultants Ltd in conjunction with my wife Jane Galvin (nee Stevens) to offer firms support, consultancy or Non-Exec Director support to help them safely grow and develop client propositions and service delivery. Jane is an actuary but has significant senior management (MD level) experience in operations and client focused service and proposition delivery for large product providers and a consulting actuarial business. We would be delighted to speak to any financial services business looking to tap into what we feel is a wealth of valuable experience and knowledge - this includes senior management mentoring or coaching.

Brian G.'s Current Company Details
ON-LINE PARTNERSHIP GROUP LIMITED

On-Line Partnership Group Limited

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Director & NED
Employees:
6
Brian G. Work Experience Details
  • Galvin Consultants Ltd
    Director
    Galvin Consultants Ltd Mar 2022 - Present
    Hampshire
  • On-Line Partnership Group Limited
    Non Executive Director
    On-Line Partnership Group Limited Jan 2024 - Present
    Horsham, England, United Kingdom
  • Policy Services Ltd
    Chief Operating Officer
    Policy Services Ltd Apr 2020 - Present
    Linlithgow, Scotland, United Kingdom
  • St. James’S Place Wealth Management
    Executive Manager - Legacy Services
    St. James’S Place Wealth Management Jan 2018 - Mar 2020
    Cirencester, England, United Kingdom
    Leading the support for new and existing St James's Place Partners on all aspects of their legacy business.Helping establish a clear set of options for all incoming advisers with existing clients. Also led a project to rationalise the legacy options available within the SJP Group. Member of the project team dealing with the acquisition of businesses to assist with the development of legacy solutions.
  • St. James'S Place Wealth Management Group
    Executive Business Acquisition Manager
    St. James'S Place Wealth Management Group Oct 2016 - Jan 2018
    Solent
    My role is to help high quality, individuals and businesses that could benefit from the support offered by St. James's Place.Whether you are an established Business Owner or an Employed Adviser an informal meeting is quite often where it all starts, by investing an hour, between us we can establish whether there is any common ground and benefit in looking further at the opportunity that exists.
  • Tavistock Financial
    Managing Director
    Tavistock Financial Feb 2015 - Jul 2016
    Cheltenham
    I was CEO (CF3) for the regulated advice firms for this national business. Tavistock Financial and Tavistock Partners were the principle firms with circa 300 RIs across the UK.
  • Financial Ltd
    Managing Director
    Financial Ltd Jan 2012 - Feb 2015
    Cheltenham
    I was the CEO (CF3) for the advisory business and responsible for all aspects of the running of the business from 2012 onwards. This included guiding the business through a period of regulatory challenges and on to the successful sale and transformation of the business when it become Tavistock Financial in 2015.
  • Financial Ltd
    Sales Development Director
    Financial Ltd Aug 2011 - Jan 2012
    Cheltenham
  • Friends Provident
    Head Of Intermediary Partnerships
    Friends Provident Jan 2009 - Jan 2011
    Salisbury, United Kingdom
    Head of National Accounts relationship management - Head of training and development team.
  • Friends Provident
    Head Of Operations
    Friends Provident Feb 2006 - Jan 2009
    London, United Kingdom
    Responsible for over 250 FTE across multiple support functions for the UK operations of this FTSE 100 business.

Frequently Asked Questions about Brian G.

What company does Brian G. work for?

Brian G. works for On-Line Partnership Group Limited

What is Brian G.'s role at the current company?

Brian G.'s current role is Director & NED.

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