Business Growth & Private Investment Consultancy looking to collaborate with SMEs, Wealth Managers and independent consultancies intending to grow their businesses to maximise value.

Following the acquisition of Generic Financial Management plc by HFMC Wealth Group, I was the Business Development Director of the Group with responsibility for growing the firm's client base and assets under management, whilst also heading up the HFMC Wealth Adviser Development Programme. I continue to work with HFMC in an Ambassadorial role and to help mentor financial planners as part of their personal development and productivity.

HistoryFurniture designer Robin Day (1915 - 2010) and textile designer Lucienne Day (1917 - 2010) hold a unique place in 20th century design history. For nearly seven decades they pursued independent careers alongside each other, both making outstanding contributions to British design..The Robin and Lucienne Day Foundation was set up in February 2012 and was registered as an Arts and Education Charity (no. 1147979) in July of that year. The design contents of Robin and Lucienne Day's home were donated to public collections including the V&A, the Design Museum and the Geffrye Museum, London. Fiona MacCarthy OBE and Professor Sir Christopher Frayling became Patrons.I advised clients from business, media, arts and sports backgrounds in the UK and I was the personal financial adviser to Robin and Lucienne Day for 26 years.http://www.robinandluciennedayfoundation.org/foundation

The Total Tax Group provides tax and accounts solutions to the private, business and professional markets. As Chartered Tax Advisers and Accountants, with offices in Fordingbridge, Southampton and Poole the Total Tax Group Limited offers a comprehensive range of accountancy services, with a particular focus on tax planning, consultancy, and business strategy.I worked with The Total Tax Group for over seven years on developing, adjusting and measuring the Company's Business Plan. I acted as a "sounding board" for the Company's business goals and the continuity of this relationship was invaluable to the success of the business. In 2015, I was appointed as a Non Executive Director to help the Chief Executive, Sophie White, grow Total Tax Group Limited to the next level. http://totaltaxgroup.co.uk/

Generic Financial Management plc had been advising clients on wealth matters for over 3 decades, from offices in London and the Northern Home Counties pre-acquisition. The company provided a personal service, tailored to the specific needs of every client.Over the years, the company helped private clients, small businesses and trustees organise their affairs to identify, achieve and maintain their desired future lifestyle......without fear of ever running out of money!Typically, the company worked with private clients and successful business owners who had already accumulated a certain level of wealth in cash, property, equity and intellectual capital, who were totally responsible for their own wealth creation in the future and who were looking to make a quantum leap in the increase and retention of their desired income and capital needs going forward, both during their lifetime and throughout the life of future generations, whilst at the same time reducing or mitigating income, capital gains and inheritance taxes using modern wealth management techniques and solutions.The Generic Wealth Management Solutions Programme™ was designed specifically to provide clear guidance so that clients could make informed decisions on how to manage wealth. Because everyone is different, each Programme™ was tailored to each clients' personal needs and requirements.The Generic Wealth Management Solutions Programme™ incorporated a six-stage financial planning process:1. The Generic Primary Review™2. The Generic Wealth Management Inventory™3. The Generic Needs Analysis™4. The Generic Wealth Management Solutions Programme™5. The Generic Asset Model™6. The Generic Benchmark Review™Generic Financial Management plc was one of the pioneers in the development and promotion of a "Chartered" profession for financial planning and wealth management.Typically our clients were:Private Wealth AccumulatorsSMEs looking to grow their businessesTrusts & Charitable Foundations