Being independent and whole-of-market advisers, we bring modern, cost efficient solutions to our UK resident clients.

Change projects - I led a major project that introduced a fundamental change in the company's client facing financial planning reporting. Product and proposition development - I was a key influencer in internal projects, developing the company's proposition and services available for clients.Provider relationship management - I was responsible for the relationship management with the company's main investment product providers. Computing / Data analysis - I developed a… Show more Change projects - I led a major project that introduced a fundamental change in the company's client facing financial planning reporting. Product and proposition development - I was a key influencer in internal projects, developing the company's proposition and services available for clients.Provider relationship management - I was responsible for the relationship management with the company's main investment product providers. Computing / Data analysis - I developed a range of tools and calculators for the front and middle office.  Financial planning - I maintained the advisers' suitability report templates and assisted them with the preparation of tax year end reporting for their clients. Show less

Once a Chartered Financial Planner, I helped look after the portfolios of c60 client families, providing independent wealth management advice, and assisted with the winning of new business.