Head of Leeds Adviser Partnership Team.Responsible for maintaining client relationships and growing Funds under Management through clients sourced from external financial advisers. Tasked with generating new leads and maintaining existing relationships with financial advisers and their clients.Personally responsible for significant Funds under Management (FUM).Strong five-year revenue growth.Lead a team of eight client advisers and support staff. Also, wider office and group mentoring.Member of Leeds Management Committee, responsible for compliant operation, leadership, growth and development of branch. Oversight of portfolio management function.Represent branch on group-wide Intermediary Leadership Forum. Tasked with developing intermediary proposition at National level, increasing collaboration across branches both regionally and nationally.

Responsible for the investment management of a growing client base sourced from external financial advisers.Member of Intermediary Management Committee (May 2021 to January 2022), reporting to group MD of Wealth and Investment.Member of PEP & High-Risk Client Forum (June 2020 to April 2024), reporting to group MD of Wealth and Investment. Responsible for approving high-risk client relationships held by RBC Brewin Dolphin. Member of Leeds Investment Management Committee, reviewing recommendations made by Group Research and determining how these are implemented at branch level.