Ed Beaber Email & Phone Number

London

Wembley

Charity set up to help disadvantaged young people across the capital, providing employment, education, and helping the health and wellbeing through football and other educational activities. To date, we have assisted nearly 700 young people into work.

Bushey, England, United Kingdom

I provide individuals and corporates with advice on all aspects professional business management. From start ups, expansions, acquisitions and to assisting SMEs in selling their business. This is not industry specific though extensive experience and knowledge has been built up over the last 20 years in financial services.If people are willing to listen then I can help you achieve your desired objectives.

London, England Metropolitan Area

Joined this well established wealth management company to assist the Board with expanding the business. This has been achieved by introducing and onboarding experienced advisers with transferrable client funds and the acquisition of one large IFA business and several smaller practices. The successful integration of these businesses and their clients has been achieved with my insistence of sensitive, yet progressive management. The introduction and skillful development of professional introducers has provided the business with a regular flow of high quality referrals.Working closely together with accountants and solicitors ensures clients receive cohesive advice throughout.Having achieved the AUM target, the company was sold and my work was completed.

Developing further the Group's unique wealth management proposition to existing and new clients.Acquiring practices from IFA's who are looking to retire from the business.Recruiting high quality advisers and promoting our business to select accountants and solicitors.

Invited to join a progressive wealth management group to rebuild its London business as its Managing Director. EB introduced a new client investment and service propositions, recruited additional experienced advisers with transferrable client banks and additional para planners to support the team. EB also brought in two large professional introducers who provided a steady flow of referrals. Finally, EB established an internal accountancy service which was promoted for both its own and external clients.

Watford, England, United Kingdom

EB established a bespoke IFA services firm to support its high networth clients. These were principally company owners/directors and retirees. Clients included the UK's largest privately owned cosmetics and contract catering companies.EB provided consultancy services for its business owners which included P/L reviews and cash flow forecasting. In addition, EB was able to source capital for expansion and "off balance sheet funding".The business was sold.

Borehamwood, England, United Kingdom

Breakaway company formed with two colleagues.General practice IFA which did not allow personal business and service objectives to be achieved.Resigned November 1997

Stanmore, Greater London

Invited to head the sales team which was very successful. Brought in a number of professional introducers as well as achieving personal business production of circa £200,000.Resigned to form Trigon Associates Ltd

London, England Metropolitan Area