David Noon Email & Phone Number

Nottinghamshire, England, United Kingdom

Lemon Strategy is a specialist consultancy business with a personal touch as we believe every business is brought to life by it’s people who bring those ‘moments of truth’ to life with your clients and colleagues. Without their engagement and working at their optimum…everyone is losing out.We understand high performing organisations that develop authentic leaders unlock more skills, opportunities and potential for growth, which inspires their teams and individuals to new heights. Unsurprisingly this usually means more happy customers and healthy balance sheets for organisations. Planning ‘what next’ whether short, medium or long term is never as straightforward as it may initially seem, so considering both the intended and unintended consequences of any next steps is critical to business sustainability, cash-flow, people engagement and client satisfaction. Add to that market factors, political landscapes, competitive threat, social and economic changes, the ongoing march of technological advancements and how our customers ‘want to be served’….and there’s a lot to think about and get right. Lemon Strategy are not here to tell you what to do…as after-all it’s your business, but are here to help, shape, develop and ask the challenging questions to enable you to build that compelling way forward for you, your business, your people and your customers. As founder and Director of Lemon Strategy I have worked with a number of UK blue chip companies specialising in financial services, however many of the skills, programmes, and expertise are equally as transferable across other sectors such as Retail and Manufacturing. Embracing a plethora of change, challenge and opportunity for almost 40 years I have proven techniques and programmes which have significantly improved the customer experience, colleague engagement and business profitability. For more detail on our expertise and approach please contact me directly.

Head of Medical and Head of Hospital Doctors.Directly accountable for the strategic planning and delivery of a specialised client advice service for these two roles which involved c110 and 86 x regulated financial advisers respectively. These were managed through a number of direct and indirect reports Nationally, liaising with different parts of the Group to facilitate a highly professional service to our Country’s most trusted professions. In addition I was accountable for joint business and marketing planning, risk and quality operations, manpower, turnover, development and engagement all to deliver the expected commercial outcomes in a quickly changing and volatile environment.The role involved taking the business from an unprofitable and disengaged state with poor quality outcomes and audit results and redressing all these areas which are detailed elsewhere on my profile. Following successful completion of all that I was tasked to complete when joining the organisation, and indeed a much more in addition to that due to the cultural and operational changes enforced by the Covid pandemic, I recently decided to take a short break for family reasons and prepare myself for the next chapter in my career which I look forward to now.

Midlands

Directly accountable for the strategic and practical running of the top region in the country comprising of c90 level 4 qualified financial advisers and leaders across 3 levels of management dealing with un-segmented professional financial advice.Directly involved in the day to day running of regulated financial services in a large part of the UK retail branch network, leasing with the Senior Leadership team to direct and lead accordingly. This links to c200 branches regionally and c780 branches and 8,000 employees nationally. Directly accountable for a variety of strategic programmes and developments within the organisation eg personal role job descriptions and performance plans, programme efficiencies, people development, T&C developments for the channel and governance.During my time at the Nationwide I am proud of a number of achievements;- As a member of the senior team achieved the successful transformation from product provider to a holistic planning provider successfully navigating the RDR transition and the following cultural change.- Successfully led the Non-Contingent Charging project for 2 years changing skills and mindsets to enable advisers to explore charging for advice, not product-led commission sales.- Integral in building sustained group working partnerships to ensure 99% diary capacity consistently achieved and maximum levels of customer outcomes achieved. This moved from 1.68 per week per consultant, to 2.84 over an 18 month period.- During 2016/17 I focused my team on a ‘total client care’ approach where they fully reviewed the skills, behaviours, focus, approach and personal brand of all advisers, highlighting and commending what was good, agreeing and building development plans for areas of further improvement. This they followed through utilising for example 3rd party reviews, coaching and observations resulting in a lift of client service results to 99.3% service satisfaction as measured by Nationwide’s external reviewers.

Varying Midlands Regions, Yorkshire & Lincolnshire, The North.

This encompassed: FTE management, ongoing operational management, risk management and a team of risk and business standards managers, budget control, stakeholder management, sales target achievement, product and channel development, retail engagement, customer service management and the general daily running of a team of up to 150 Financial Advisers through 16 Area Managers.I looked after a number of Regions in this time and in all cases took over patches where morale and employee viewpoint scores were at their lowest. In all cases these were turned to be the top scores and with that business performance followed.

From Stoke, Birmingham To The Across The East Midlands

I successfully looked after a number of Areas that generally were all initially poor performing and through changing beliefs and the working environment to engage and enable, built performance to be top performing.

Nottingham

I was one of the companies 1st Snr advisers combining both a selling role with that of managing a small team of Financial Advisers. During this period my Team performance was Top Nationally, whilst my personal selling performance was 2nd Nationally for the role. I loved it and loved seeing my team do better than me. This inspired me to become an Area Manager and influence others peformance and mindsets, not just my own.

Post Graduate Diploma, Business Strategy & Management, 1 Mark Off A Distinction (Damn!)

Activities and Societies: This was a Co. sponsored course I wanted to do to prove to myself I was capable enough to study at MBA level.

Education record

Activities and Societies: Great schools...did the usual stuff and passed out with 'A' Levels and 'O' Levels...more interested in 'life'.