Steven Midgley Email & Phone Number

Cleckheaton, Gb

Leeds, England, United Kingdom

Close Brothers Asset Management is an established provider of high-quality financial advice and investment management services. Professionals, business owners, individuals, families and their advisers rely on us to preserve and grow their long-term savings and investments. We cut through the complexity of the world of money and investing to give you clarity and clear direction you need.

West Yorkshire, England, United Kingdom

On behalf of the NHS, Sodexo facilitate Regional testing capability to combat the Covid-19 pandemic. The Mobile Testing Site Manager is responsible for the unit, its deployments, staffing and of course the welfare and safety of its staff whilst engaging in testing activities with symptomatic and non-symptomatic members of the public. A rewarding role and a chance to support the countries response to Covid-19

Sabbatical from work - catalyst being Covid-19. A well earned rest and recharge of the batteries after 25+ years within Financial Services

St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. Hired to lead the development and implementation of sales campaigns and growth plans in alignment with the strategic goals and objectives. Plan daily operations, prioratise the allocation of resources and delegation of tasks to Advisers and the office team and oversee the efficient implementation of the business plans for the successful delivery of key events in the organisational calendar.

Leeds, United Kingdom

Working with financial services professionals to develop their business, focusing on delivering profit by having outstanding client service at the heart of every activity. Contributed significantly to the development of the short and long term goals and objectives for high profile accounts, safeguarded compliance with internal and regulatory standards and assisted three Partner Practices to achieve top five positions in Northern performance rankings.As executive team members, supported the Head of Business in managing the team and leading regional initiatives.

London, England, United Kingdom

Tilney is a leading UK financial planning and investment management group that builds on a heritage of more than 180 years. Our clients are private investors, charities and professional intermediaries who trust us with over £21billion of their assets. We offer a range of services including financial planning, investment management and advice and through our Bestinvest service, a leading online platform for those who prefer to manage their own investments. Having led the financial planning business at Ashcourt Rowan and led the M&A and due diligence process, my appointment to Head of Sales strategy and Operations within followed the acquisition to facilitate the successful integration of Financial Planning and Support teams into the Towry business and later guided the integration of the Towry and Tilney financial planning businesses. I formulated and led the implementation of key strategies to govern budgets, sales targets, incentives and progression frameworks, including all aspects of paperwork management, board presentation and final scheme documentation and successful delivery.

London, United Kingdom

Directed the financial planning business with responsibility for a £17m+ budget and P+L, led acquisition design, oversight and implementation of integration programmes as part of business growth strategy across a multi-disciplinary business and cross-functional team. Designed and managed the execution of a functional, structural and procedural change programme to attain key integration deliverables and oversaw the implementation of approved and documented change programmes to improve sales and revenue delivery, compliance and drive sustainable growth.

London, United Kingdom

Joined the Board as CF1 Director with full responsibility for providing strategic direction and operational management, leading change initiatives to deliver safe, profitable and sustainable business development. Introduced new Executive committee structure, implemented a new regional management and supervision structure and new financial planning/ client tools to support improvements in client engagement and outcomes.

Responsibility for the Wealth Management proposition and successful delivery across the UK, targeted at high net worth individuals, corporates and SME's through the UK Commercial, Business and Private Banking footprint of the Clydesdale and Yorkshire Banks.

A developmental role, charged with the establishment and organic growth of the wealth management proposition and capability across the South of England. The role was created in order to build the business across the newly established and developing Integrated Financial Solutions as part of the Banks Corporate and Private Banking expansion out of the heartlands of Scotland and Northern England. The wealth management capability was successfully established with significant contribution to P&L. Appointed to the role of Regional Director in June 2009.

Leeds

Responsibility for regional sales and advice across the Bank's tied and independent financial planning channels, supporting the Head of Financial Planning for Yorkshire Bank

South West & Midlands

Regional management and supervision of the South West and Midlands financial planning team. Team consisted of both tied and Independent Financial Advisers. Responsible for the development of regional objectives, sales targets, recruitment and relationship management into the Bank.

North West

Independent Financial Advice practitioner within the Yorkshire Bank, with additional responsibility as deputy to the Area Manager, providing support through coaching, observations, 1:1 meetings etc.

Level Iv Financial Services Diploma

Education record