A top five Principle Partner Practice of St James's Place Wealth Management. Looking after the complex planning needs of HNW individuals, business owners, and families.Personally sit within the senior leadership team of the business, and among other responsibilities, hold overall accountability for Eight Wealth Managements:• Financial Planners, including their growth, development and performance• Recruitment and acquisition of new talent• Building strong relationships with other business professionals and key strategic partners• Marketing, both on and off-line• Ensuring that both exceptional advice and an amazing experience is provided to clients (new and existing) at all times

At CMP Financial, we provide wealth management advice to private and corporate clients. We strive to build and maintain a long-term relationship with you, by applying our experience and expertise, gained from many years in the Financial Services industry.

Providing a consultancy service to businesses including:Strategy and proposition developmentMarketing and new business development at both a b2b and b2c levelOperational processes, procedures and effectivenessCompliance & Risk ManagementManaging, coaching and mentoring

Responsible for Bluefin's financial planning team across the UK. A key member of the senior management team responsible for Wealth Management stratgey, proposition development, advice standards and new business generation activities. In charge of financial planner development, productivity and profitability.Also led a major transformation programme to prepare the financial planning business for a post Retail Distribution Review (RDR) World. The biggest programme of change undertaken by Bluefin Financial Advice.

Responsible at a national level for Liverpool Victoria's IFA and Tied financial planning salesforces. Became the youngest person to head up the financial planning business.Through effective management and planning reduced operating costs within the business, while increasing sales results and improving the quality of advice to clients.Led the sales force during a significant period of chane and personally involved in developing and maintaining key relationships with affinity groups and other business to business areas.