Hugh J.

Hugh J. Email and Phone Number

Building and protecting wealth, from one generation to the next. @ Old Mill
Hugh J.'s Location
United Kingdom, United Kingdom
Hugh J.'s Contact Details

Hugh J. personal email

n/a
About Hugh J.

Financial Planning / Wealth Management / technology / innovation / leadership

Hugh J.'s Current Company Details
Old Mill

Old Mill

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Building and protecting wealth, from one generation to the next.
Hugh J. Work Experience Details
  • Old Mill
    Financial Planner - Building Personal Advice Propositions For The Digital Age
    Old Mill Sep 2023 - Present
    Yeovil, Somerset, Gb
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  • Woven Advice
    Industry Adviser
    Woven Advice Oct 2022 - Present
    London, Gb
    Scaling fintech - working with the founders of Woven to help shape product and strategy for the Wealth and Advice market.
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  • The Fry Group
    Global Head Of Operations
    The Fry Group Mar 2022 - Sep 2023
    Global, Gb
    Drove the evolution and integration of a multi-service proposition:• Re-vamped the Service Proposition through needs-based client segmentation, price & value validation and alignment with service/ product matrix (including new Virtual Advice team)• Launched the Client Committee to drive collaboration between global offices/functions and deliver joined up client outcomes• Delivered a range of policy backed initiatives to simplify the advice process, enabling digital adoption & process automationDelivery of the advice operations business plan & proposition roadmap to achieve client (Consumer Duty) & commercial KPIs:• Reorganised the international operations teams to create a new global department with shared objectives and KPIs• Implemented a DataCOE with Data KPIs to improve quality, drive data-led decision making and a ‘data culture’• Restructured the UK operations team, re-distributing efforts to break-down bottle-necks while alleviating pressure pointsKey Performance Indicators • Delivery of the operations Consumer Duty plan• Client service SLAs improved by 26% (hit-rate from 66% to 92%)• Company data quality improved by 7%/quarter (Q3 & Q4 22/23)• Operations department eNPS increased from 19 to 33
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  • Sanlam
    Head Of Proposition
    Sanlam Jan 2019 - Mar 2022
    Za
    Designed, implemented and continuously developed the SWP Service Proposition. Built and led a desk-based/hybrid advice offering, overseeing a team of advisers and their support. Led projects to deliver an evolving advice tech-stack, providing automated suitability reports and system integration to support light-touch processing and enhanced client journeys. Sat on Product and Proposition Innovation committees, the Advice Policy Forum and the Senior Leadership Team, with regular reporting to Exco and the Board.
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  • Sanlam
    Head Of Paraplanning
    Sanlam Sep 2013 - Jan 2019
    Za
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  • Mercer
    Paraplanner / Trainee Financial Planner
    Mercer Mar 2011 - Sep 2013
    New York, Ny, Us
    Provided research and support to Head of Office advising High Net Worth clients on a range of investment, tax and financial planning products. Sat on the Jelf Group Investment Committee.
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  • Worldfirst
    Fx Broker
    Worldfirst Jun 2008 - Jun 2011
    London, Greater London, Gb
    Managing and building a book of clients with FX exposures ranging from £100k to over £100M. Traded Spot, Forwards, NDFs, Swaps and Options for retail and corporate clients with exposure to G10 and some exotic currencies.
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Hugh J. Skills

Wealth Management Retirement Planning Investment Advisory Inheritance Tax Planning Spanish Portfolio Management Asset Allocation Macroeconomics Risk Management Financial Risk Management Etfs Fintech Digital Strategy Digital Financial Advice Robo Advice Leadership

Hugh J. Education Details

  • Institute Of Leadership & Management
    Institute Of Leadership & Management
    Organizational Leadership
  • Cii
    Cii
    Gr1
  • Swansea University
    Swansea University
    Business & Spanish
  • University Of Deusto
    University Of Deusto
    Commerce
  • Simon Langton Grammar
    Simon Langton Grammar

Frequently Asked Questions about Hugh J.

What company does Hugh J. work for?

Hugh J. works for Old Mill

What is Hugh J.'s role at the current company?

Hugh J.'s current role is Building and protecting wealth, from one generation to the next..

What is Hugh J.'s email address?

Hugh J.'s email address is hu****@****m.co.uk

What schools did Hugh J. attend?

Hugh J. attended Institute Of Leadership & Management, Cii, Swansea University, University Of Deusto, Simon Langton Grammar.

What are some of Hugh J.'s interests?

Hugh J. has interest in Social Enterprise, Art And Ocean Based Sports, Fintech, Ethical Investing, Arts And Culture.

What skills is Hugh J. known for?

Hugh J. has skills like Wealth Management, Retirement Planning, Investment Advisory, Inheritance Tax Planning, Spanish, Portfolio Management, Asset Allocation, Macroeconomics, Risk Management, Financial Risk, Management, Etfs.

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