I was appointed as Regional Managing Director for the Midlands office for Partners Wealth Management, as part of their growth plans to create a stronger national presence in the UK.
I have worked in the financial services intermediary sector for over 25 years, gaining significant experience in change management and benefits delivery.
I was a founder director of Personal Touch Financial Services, which from a start-up became one of the largest IFA and mortgage networks in the UK.
In 2014, I joined the management team at Eastcote Wealth Management to increase the company’s efficiency through the review and implementation of a stronger operating model and latterly led the process for the company to be acquired by 7IM in 2023.
Away from the office, I am the Musical Director of the Fat Chops Big Band (three-times winners of the Radio 2 Big Band Competition). You can also see me hacking around golf courses on the odd occasion when the weather is nice!