Financial Planner - Building Personal Advice Propositions For The Digital Age
Current
Sep 2023 - Present
AeroLeads people directory · profile
Hugh J. Email & Phone Number
Building and protecting wealth, from one generation to the next.
at
Old Mill
1 work email found
@thefrygroup.co.uk
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Building and protecting wealth, from one generation to the next.
Location
United Kingdom, United Kingdom, United Kingdom
Who is Hugh J.? Overview
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Quick answer
Hugh J. is listed as Building and protecting wealth, from one generation to the next. at Old Mill, based in United Kingdom, United Kingdom, United Kingdom. AeroLeads shows a work email signal at thefrygroup.co.uk and a matched LinkedIn profile for Hugh J..
Hugh J. previously worked as Financial Planner - building personal advice propositions for the digital age at Old Mill and Industry Adviser at Woven Advice. Hugh J. holds Level 5 Award In Leadership & Management, Organizational Leadership from Institute Of Leadership & Management.
Company email context
Email format at Old Mill
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*@thefrygroup.co.uk
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AeroLeads found 1 current-domain work email signal for Hugh J.. Compare company email patterns before reaching out.
Profile bio
About Hugh J.
Financial Planning / Wealth Management / technology / innovation / leadership
Listed skills include Wealth Management, Retirement Planning, Investment Advisory, Inheritance Tax Planning, and 13 others.
Current workplace
Hugh J.'s current company
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7 roles
Hugh J. work experience
A career timeline built from the work history available for this profile.
Industry Adviser
CurrentScaling fintech - working with the founders of Woven to help shape product and strategy for the Wealth and Advice market.
Oct 2022 - Present
Global Head Of Operations
- 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.
- 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’
Mar 2022 - Sep 2023
Head Of Proposition
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.
Jan 2019 - Mar 2022
Head Of Paraplanning
Sep 2013 - Jan 2019
Paraplanner / Trainee Financial Planner
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.
Mar 2011 - Sep 2013
Fx Broker
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.
Jun 2008 - Jun 2011
5 education records
Hugh J. education
Level 5 Award In Leadership & Management, Organizational Leadership
Institute Of Leadership & Management
Diploma In Regulated Financial Planning, R01, R02, R03, R04, Ro5, R06, Fa1, Gr1
Cii
2:1, Business & Spanish
Swansea University
Commerce
University Of Deusto
Education record
Simon Langton Grammar
FAQ
Frequently asked questions about Hugh J.
Quick answers generated from the profile data available on this page.
What company does Hugh J. work for?
Hugh J. works for Old Mill.
What is Hugh J.'s role at Old Mill?
Hugh J. is listed as Building and protecting wealth, from one generation to the next. at Old Mill.
What is Hugh J.'s email address?
AeroLeads has found 1 work email signal at @thefrygroup.co.uk for Hugh J. at Old Mill.
Where is Hugh J. based?
Hugh J. is based in United Kingdom, United Kingdom, United Kingdom while working with Old Mill.
What companies has Hugh J. worked for?
Hugh J. has worked for Old Mill, Woven Advice, The Fry Group, Sanlam, and Mercer.
How can I contact Hugh J.?
You can use AeroLeads to view verified contact signals for Hugh J. at Old Mill, including work email, phone, and LinkedIn data when available.
What schools did Hugh J. attend?
Hugh J. holds Level 5 Award In Leadership & Management, Organizational Leadership from Institute Of Leadership & Management.
What skills is Hugh J. known for?
Hugh J. is listed with skills including Wealth Management, Retirement Planning, Investment Advisory, Inheritance Tax Planning, Spanish, Portfolio Management, Asset Allocation, and Macroeconomics.
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