Tony Clark

Tony Clark Email and Phone Number

Associate Director @ Attivo
Bedale, GB
Tony Clark's Location
Bedale, England, United Kingdom, United Kingdom
Tony Clark's Contact Details

Tony Clark personal email

n/a
About Tony Clark

I've been in the financial services industry for over 35 years yet still think I'm in my 30's!I've hugely enjoyed and been successful at giving financial advice, training others to be financial advisers, developing business for the benefit of the company and it's customers and leading teams to do the same. Focusing on relationships, collaboration and empathy to build understanding I have looked to succeed as a team.I believe that all Financial Services organisations can have a significant positive impact on people, families and business and that's why I'm proud to have played a part in that for so long.Out of work I have a great family though my two boys are becoming increasingly independent which is exciting/scary (our Border Collie is always there to take up the slack on this front though). I love using the experiences I have to help others and have delivered financial awareness sessions at schools, mentored on the School of Social Enterprise and chaired a Junior Football club through successful times.

Tony Clark's Current Company Details
Attivo

Attivo

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Associate Director
Bedale, GB
Tony Clark Work Experience Details
  • Attivo
    Associate Director
    Attivo
    Bedale, Gb
  • Attivo
    Associate Director
    Attivo Mar 2024 - Present
  • Attivo Group
    Chartered Financial Planner
    Attivo Group Mar 2022 - Mar 2024
    Darlington, England, United Kingdom
  • Scottish Widows
    Intermediary Distribution Manager
    Scottish Widows Jan 2019 - Dec 2021
    North Of England
    Lead Regional team of Business Development Managers to create new & deepen relationships with intermediaries for mutual benefitProud to take a lead on growth & development for colleagues in our area of the business
  • Scottish Widows
    National Business Development Manager - Retirement Planning
    Scottish Widows Jun 2018 - Dec 2018
  • Scottish Widows
    Strategic Relationship Manager, Corporate Pensions Distribution
    Scottish Widows Oct 2015 - May 2018
    North Of England
    Build strong relationships with advisers to ensure that employers provide retirement plans for their employees with best possible member outcomes.Lead a team of Business Development Managers; each building and maintaining relationships with advisers and employers.
  • Scottish Widows
    Senior Manager - Employer Support & Scheme Enhancements
    Scottish Widows Sep 2014 - Oct 2015
    Led three teams within the Corporate Pension division of Scottish Widows.Design and Implementation Team - Responsible for project managing many different core activities including:Secondary Market Scheme ImplementationTransition Management of Group and Trustee Buy Out Schemes to minimise out of market risksImplementation of the Scottish Widows financial wellbeing tool mymoneyworksSupporting large schemes through automatic re-enrolmentPresentation Team - Responsible for delivering messages and educational awareness to employees.Ensuring that employees were aware of the benefits that their employer are providing for them.Increasing awareness of their options to maximise retirement benefits.Educating on new pension freedoms and the options that these giveRestructure Team - Responsible for decision making on the restructuring of schemes around annual management charges and commission levels.Project managing the agreed restructured for schemes to ensure that they progress smoothly.
  • Scottish Widows - Lloyds Banking Group
    Senior Wealth Account Manager
    Scottish Widows - Lloyds Banking Group Dec 2010 - Sep 2014
    Build and develop relationships in SW, UK Wealth and wider LBG Lead National Based UK Wealth Account Manager team in supporting Regional initiatives to improve performanceIdentify, lead and implement opportunities to improve sales and retention performanceIdentify and lead opportunities to improve end to end processes to make business simpler
  • Scottish Widows Customer Services
    Senior Bancassurance Relationship Manager
    Scottish Widows Customer Services Jun 2009 - Dec 2010
    Lead National Based Customer Service Key Account Manager team and Edinburgh Based Bancassurance Support Unit (total 13 direct reports and second line manager to 10) - owned financial budgets for teamDrive Continuous Improvement in both SW CS Processes and also adviser behaviour to improve efficiencies and reduce non value adding activityBuild and maintain Senior Relationships in SW and Channels to Partnership levelAnalyse MI to identify key priorities within channels, SW & direct reports
  • Scottish Widows
    Senior Account Manager
    Scottish Widows Nov 2006 - Jun 2009
    Account Manager for Scottish Widows relationship with LloydsTSB at Regional Director level across the countryThrough MI analysis, agree priorities and activities needed to develop SW business within channelLead national team of 9 area based account managers including Personal Development and managing to budgetsSupport development of the SW marketing proposition to maximise APE performance
  • Scottish Widows
    Bancassurance Sales Development Manager
    Scottish Widows Apr 2003 - Nov 2006
    Account Manager for Scottish Widows relationship with LloydsTSB at Area LevelDevelop and Coach Regulated, Non Regulated and Branch Manager populationsProvide technical training on all product areasSupport “change” with all populations
  • Develop And Coach Regulated
    Area Regulated Trainer
    Develop And Coach Regulated Feb 2002 - Apr 2003
    Provide technical training on all product areasSupport “change” with all populations; Coaching and Development of Financial Consultant populationIdentify training needs, design and deliver appropriate materialTechnical Training on complex products
  • Lloyds Bank
    Private Banking Adviser
    Lloyds Bank May 2000 - Feb 2002
    Independent Adviser, promoting products of LTSB Private Banking and those of other companiesMaintain awareness of IFA market and environment
  • Hindhead Training Centre
    Regulated Trainer And Coach
    Hindhead Training Centre Feb 1998 - May 2000
    Delivered Pre and Self designed Training Material (knowledge & skills)Involved in feedback on the Regulated Computer Point of Sale software for both Business and Personal
  • Black Horse Life
    Regulated Tied Adviser
    Black Horse Life Jan 1992 - Feb 1998
    Retail & Commercial Channels - Eastbourne & Hastings

Tony Clark Skills

Management Sales Management Relationship Management Financial Services Pensions Team Leadership Banking Business Relationship Management Change Management Financial Planning Insurance

Tony Clark Education Details

  • The Personal Finance Society
    The Personal Finance Society
    Financial Planning
  • Durrington High School
    Durrington High School

Frequently Asked Questions about Tony Clark

What company does Tony Clark work for?

Tony Clark works for Attivo

What is Tony Clark's role at the current company?

Tony Clark's current role is Associate Director.

What is Tony Clark's email address?

Tony Clark's email address is to****@****s.co.uk

What schools did Tony Clark attend?

Tony Clark attended The Personal Finance Society, Durrington High School.

What skills is Tony Clark known for?

Tony Clark has skills like Management, Sales Management, Relationship Management, Financial Services, Pensions, Team Leadership, Banking, Business Relationship Management, Change Management, Financial Planning, Insurance.

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