Expertise extends across a wide range of business disciplines which has helped shaped client value proposition and distribution strategy in preparation for the Retail Distribution Review. Operational responsibility for overseeing COBRAs Client segmentation, fee menu and service model, as well as recruiting high calibre advisers and contributed to a number of business development opportunities.Impeccable track record of success in managing high performing teams and attracting / developing talent to help businesses realise their ambitions.

Variety of senior management positions, intermediary sales, strategic role, proven track record of success.