Overview: Providing practical business advice to small and medium sized business with diagnostic analysis to identify areas of strength and weakness and assist in writing business plans. Develop policy to address areas of weakness. Oversee implementation of agreed policy to allow MD/Owner to concentrate on running the business. Also provide general mentoring support for businesses. Able to introduce business angels, venture capitalists and specialist finance for SME'sAchievements:Supported and advised a new business that was set up to work in the M&A Industry and Real Estate Market in 2014. Within two years the business has successfully found finance for a number of projects in the Real Estate Market.Conducted thorough business review and created five year business plan to boost turnover from £1.8mn to £8mn by 2012, allowing Owner to retire and transfer business to new management Introduced key support to allow a business to turn around loss making overseas operation Conduct a full review of a company's transport logistics to make a substantial six figure savings Expedited Marketing, Human Resources and Health and Safety operations Reviews

Provide practical business advice and support for small and medium sized businesses.

Head of Fixed IncomeOverview: Responsible for formulating Global Investment Strategy through a comprehensive top down approach to the major global economies and markets, and to produce regular market research and forecasts for the dollar block and yen markets. Actively managed portfolios of $1.5bn within client guidelines, control risk and outperform client benchmarks. Responsible for team providing leadership and guidance. Discussions with the group pension fund trustees resulted in a revised schedule for the long-term policy switch from equities to bonds. Develop new products and investment techniques to meet client requirements and performance expectations.Responsibilities included:Encourage and maintain cross market discussion and activity in global bond markets, and ensure effective liaison with Head of Equities to ensure consistency of application of strategies and techniques across bond markets.Assist in client training and technical assistance assignments.To manage and develop client relationships with particular focus on the Caribbean Region including the regions central banks, commercial banks and public bodies and delivering presentations on a regular basis and increased fund under management by 25%To ensure Request for Proposals were properly completed in a timely and efficient manner, along with all Fixed Income Investment reports on a monthly basis To monitor CAIM's fixed income, money market and foreign exchange operations to help prevent errors and breaches of limits and guidelines.Review and make proposals for counterparty relationships, monitor deal flow to bond counterparties.Ensure no FSA reportable breach of client guidelines

Overview: To contribute to investment policy through the production of regular market research and forecasts and manage portfolios actively within client guidelines, control risk and outperform client benchmarks. Increased funds under management by 15%Responsibilities included:To advise and inform senior Japanese colleagues of developments in the global bond marketsOversaw preparation of Request for Proposals and participate in presentations.Managed and developed client relationshipsCollaborated with Head of Equities in reorganising and redefining the company's asset allocation system in a more scientific and disciplined approach to global asset management

Overview: The fixed income manager managing the reserve funds, insurance run-off funds and pension funds of Lloyds of London in the major bond markets.Responsibilities includedReorganised the approach and discipline of bond management, which resulted in returns averaging 5% becoming double digit returns.Carried out a complete review and reorganisation of the Company's global custody service.

Overview: Member of the fixed income team providing a full discretionary sterling bond portfolio management service for UK pension funds, which totalled £500mn.Responsibilities includedA Liased and negotiated with senior colleagues in the restructuring of the company's approach to investment in the UK bond market, resulting in a centralised and more professional system.Member of team that successfully presented to and won fixed incomes mandates.

Overview: Initially recruited as Assistant Fixed Income Manager, promoted to Fixed Income Manager in 1980. Responsible for the management of the Funds internally managed UK Fixed Income FundsResponsibilities includedRunning the British Rail Pension Fund's money bookAdvising on future pension payments to retired staff and their dependents

Overview: To provide gilt sales advice to the firm's corporate and institutional clients Responsibilities includeProviding economic advice to clients and to team membersWinning new accounts

Overview: To provide regular economic advice and support to the firm's clients.Responsibilities includeInitially a member of the team forecasting foreign currency movementsPromoted to flagship UK team with responsibility for UK balance of payments