Frank Parsons Email and Phone Number
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With over 35 years of experience in the financial services industry, I am a highly qualified and versatile professional who combines strategic leadership, management, and technical expertise to deliver outstanding results. I hold multiple credentials as a Chartered Manager, Marketeer, Insurer, Financial Planner, and Investment Manager, and I am a Fellow of the CII, PFS, and CMI.Currently, I am the Managing Director of Partner Distribution, a consultancy that helps clients build successful distribution strategies, affinity and partnership marketing programmes, and commercial relationships. I am also a Research Collaborator at Milliman Financial Risk Management, where I contribute to the development of innovative solutions for the life and pensions sector. In both roles, I leverage my skills in new business development, retirement, business relationship management, and problem solving to drive organisational change, growth, and profitability. I am passionate about working in a fast-paced and exciting industry, developing high-performance teams, and creating strong working relationships with other professionals.
Milliman Financial Risk Management
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Research CollaboratorMilliman Financial Risk Management Jan 2024 - PresentLondon, England, United Kingdom
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Managing DirectorH & Z Consultancy Services Limited Dec 2023 - PresentWe are a distribution consultancy for the financial services industry, helping clients build successful distribution strategies.We deliver clever distribution strategies, affinity and partnership marketing programmes and build commercial relationships that help businesses and organisations flourish.
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Ifa Development ManagerLloyd & Whyte Jan 2022 - Jun 2023TauntonAdvisor Development Manager for Lloyd & Whyte responsible for managing the wealth management Financial Planning team who provide Holistic financial planning advice to private clients and corporate executives and developing strategic relationships with other professional businesses. -
Regional Manager - South WestLebc Group Oct 2018 - Apr 2020Bristol, United KingdomThe Regional Manager for LEBC Aspira responsible for managing the wealth management Financial Planning team who provide Holistic financial planning advice to private clients and corporate executives. -
Sales DirectorCentralus Mar 2018 - Oct 2018London, United Kingdom
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Sales Director SouthZurich Insurance Company Ltd Apr 2016 - Mar 2018Responsible for leading Zurich’s Southern sales team, with responsibility for the distribution of its Platform Proposition and portfolio of financial planning & investment solutions. The geographic location stretches from the midlands to Norwich and everywhere south including London. -
Head Of The Distribution For Axa Wealth Specialist ProductsAxa Wealth Jan 2014 - Mar 2016Basingstoke, Bristol, Isle Of ManResponsible for defining the distribution strategy for the Platform, International, Specialist Product, and investment business units into the UK financial advisory market, delivering on business volumes and defined profit targets.Leading a sales division across four channels with a report span of 32 reports, revenue targets of £3.2billion, and budget responsibility of £2.4million, and a profit target of £65million.Responsible for distributing: AXA Wealth Wrap Platform… Show more Responsible for defining the distribution strategy for the Platform, International, Specialist Product, and investment business units into the UK financial advisory market, delivering on business volumes and defined profit targets.Leading a sales division across four channels with a report span of 32 reports, revenue targets of £3.2billion, and budget responsibility of £2.4million, and a profit target of £65million.Responsible for distributing: AXA Wealth Wrap Platform (Elevate), AXA Wealth International Offshore Portfolio Bonds (Dublin and Isle of Man), AXA Wealth Onshore Bond, Personal Pension, Self-Invested Personal Pension (SIPP) and Family SIPP; AXA Wealth’s investment propositions including AXA Investment Management, Architas, AXA Framlington, AXA Wealth’s third-party investment proposition and Discretionary Fund Management proposition.Successfully reinvigorating AXA Wealth’s presence to an annual new business revenue of £2billion, growing assets under management to over £5billion; twice restructuring the team, creating an annual saving of £1.9million. Show less -
Head Of Distribution Axa Wealth InternationalAxa Wealth International Jan 2013 - Jan 2014Isle Of Man & The UkCharged with reinvigorating the international business responsible for the distribution of portfolio bonds and offshore tax deferral solutions in the UK IFA market.Leading a sales division across four channels with a report span of 28 reports, revenue targets of £1.1billion, budget responsibility of £2.5 million, and a profit target of £38millionMerging the International Sales team with the wider UK Distribution Team to create the Specialist Products Distribution Team… Show more Charged with reinvigorating the international business responsible for the distribution of portfolio bonds and offshore tax deferral solutions in the UK IFA market.Leading a sales division across four channels with a report span of 28 reports, revenue targets of £1.1billion, budget responsibility of £2.5 million, and a profit target of £38millionMerging the International Sales team with the wider UK Distribution Team to create the Specialist Products Distribution Team responsible for all aspects of AXA Wealth’s international propositions.Delivering an increased market share for AXA Wealth’s International sales, growing the share of the UK offshore market to 24% and sales of £1.1billion, while reducing distribution costs by £1million.Diversifying distribution across the wider market away from retail banks into the IFA market, third-party platform market and the international AXA Wealth market. Show less
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Head Of Distribution Axa Wealth Advisors DivisionAxa Wealth Jan 2010 - Jan 2013Leading the embryonic platform division and the traditional product division, a channel with a report span of 130 reports, revenue targets of £7billion, and budget responsibility of £10million.Successfully delivering revenue and profit targets, and restructuring the channel from 130 to 50 reports; reducing costs by 50% while morphing the channel from a traditional life and pensions provider to a successful platform provider with a range of specialist products.
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National Sales Director (South) Axa WealthAxawinterthur Wealth Management Jan 2008 - Dec 2010UkAppointed when Winterthur was acquired by AXA Group; responsible for a sales team of 75, with seven direct management reports and a £2.1billion sales target.
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National Sales DirectorWinterthur Life Jan 2003 - Dec 2008UkReporting to Managing Director, Winterthur Financial Services (UK) Limited, my role was to manage the UK individual distribution team, deliver growth, profit, and assets under management, through third party intermediary sales, (Independent Financial Advisers) within agreed budgets as directed by the board of Winterthur Wealth Management Business.Direct report responsibilities - 69 £ 1.7 Billion revenue delivery
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Regional Sales Manager (South)Winterthur Life Jan 2000 - Dec 2003UkCovering 66% of the UK ifa population managing 2 teams from Norwich to Birmingham to lands end including LondonThe team team was rebuilt from 6 consultants to 16 in first 12 months and then to two teams of 12 by end of 2003.Business Increased business by 350%.over the 3 year from £122 Million – £410 Million.
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Broker Consultant & Key Account ManagerScottish Widows Jan 1987 - Dec 2000BristolNov 1994 – July 2000 Chief Consultant & Key Account Manager (Bristol)December 1993 — November 1994Chief Sales Consultant, Corydon / London August 1991 — December 1993 Senior Sales Consultant, Brighton / MaidstoneNovember 1987 — August 1991 Trainee Sales Consultant, Taunton
Frank Parsons Skills
Frank Parsons Education Details
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Reading UniversityPassed -
Backwell Comprehensive
Frequently Asked Questions about Frank Parsons
What company does Frank Parsons work for?
Frank Parsons works for Milliman Financial Risk Management
What is Frank Parsons's role at the current company?
Frank Parsons's current role is Research Collaborator @ Milliman Financial Risk Management | Wealth Management, Financial Planning.
What is Frank Parsons's email address?
Frank Parsons's email address is fr****@****r.co.uk
What is Frank Parsons's direct phone number?
Frank Parsons's direct phone number is +414462*****
What schools did Frank Parsons attend?
Frank Parsons attended Reading University, Backwell Comprehensive.
What are some of Frank Parsons's interests?
Frank Parsons has interest in Civil Rights And Social Action, Animal Welfare, Environment.
What skills is Frank Parsons known for?
Frank Parsons has skills like Investments, Financial Services, Management, Wealth Management, Marketing, Financial Planning, Pensions, New Business Development, Sales, Relationship Management, Retirement Planning, Wealth.
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