Experience

Tatton Investment Management Limited

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Sales Director

  • Apr 2018 - Present

  Helping Tatton spread it’s wings - designed by advisers for advisers, Tatton offer a 21st Century service to support advisers in providing market leading investment excellence to their clients.

• Director

  • Mar 2018 - Present

  Following Tatton Asset Management’s 50% acquisition of 8AM Global I am delighted to join the board and help shape the future of the business. 8AM Global is a specialist provider of Model Portfolio Services (MPS) and Investment Funds which can only be accessed via an Independent Financial Adviser (IFA).We have a history of utilising quantitative and momentum-based fund selection tools, from our first products launched in 2006. At the heart of our business is an experienced and successful investment team who manage a range of asset management solutions for the evolving needs of investors.We are passionate about, and committed to, delivering performance and consistency to our clients. Our primary objective is always to protect and grow our clients’ wealth – coupled with our desire to deliver outperformance.In addition, our key focus has always been to provide our clients with an investment process that offers a premium service for a reasonable cost.



Retirement Advantage

• Financial Services
• 1 - 100 Employee

• Head of Partnerships and Key Accounts

  • Feb 2011 - Apr 2018

  Retirement Advantage are experts in designing client led solutions for the at retirement market. My role as Head of Partnerships and key accounts is to build new strategic relationships with key partners to expand distribution of MGM products and work alongside the management team to evolve our product range and build long term value for our members. I particularly enjoy involvement in tenders, presentations and building bespoke propositions to result in the best possible outcome for provider, distributor, adviser and client alike. MGM's strong sales management team means we can offer dedicated support to our key partners and my role involves management and support of our national account management and business development teams who ensure first class service is delivered at every level of the value chain.



The Openwork Partnership

• United Kingdom
• Financial Services
• 400 - 500 Employee

• Head of Openwork Market Solutions

  • 2003 - Feb 2011

  OMS is the IFA Arm for the Openwork Network - I head up the business which specialises in providing @ retirement solutions to our introducers' clients. We offer advice face to face and over the telephone, and cover all aspects of financial planning. My role is diverse, from performing CF 10 for the business through Sales Management of OMS Consulants and roles for the OMS Board. OMS is the IFA Arm for the Openwork Network - I head up the business which specialises in providing @ retirement solutions to our introducers' clients. We offer advice face to face and over the telephone, and cover all aspects of financial planning. My role is diverse, from performing CF 10 for the business through Sales Management of OMS Consulants and roles for the OMS Board.



Equilibrium Wealth Management Limited

• IFA

  • 2000 - 2003



Zurich Insurance

• Switzerland
• Insurance
• 700 & Above Employee

• SQST Manager

  • 1996 - 2000