Experience

Cranfield Trust
• United Kingdom
• Non-profit Organizations
• 1 - 100 Employee
• Regional Manager - Midlands

  • Nov 2022 - Present


Brewin Dolphin

• United Kingdom
• Financial Services
• 700 & Above Employee

• Consultant

  • Apr 2021 - Present

  Open to opportunities, within the Third Sector and/or helping organisations in a non-executive capacity that fit with my personal values of being genuine, high level of personal and professional integrity and generous.

• Senior Investment Manager

  • Jun 2019 - Apr 2021

  Advising on and managing c£200m of client assets for over 100 clients as part of the Midlands Charity team.• Building/Maintaining good client relationships and ensuring client understanding• Working as a team as well as individually, particularly during lockdown• Spotting opportunities for growth – additional funds, higher service levels, new client pitches• Remaining compliant in a highly regulated environment• Seeing the bigger picture through making high value, time sensitive decisions• Developing others understanding of investment markets• Promoting the use of online marketing• Environmental, Social and Governance investing

• Head of Office for Birmingham and Oxford offices

  • Sep 2014 - Jun 2019

  Leading and managing the combined offices of c55 people with total assets of c£1.5 growing to £2bn during the period. Of this total, directly advising on and managing c£200m of client assets.  Led on and completed the successful merger of two offices, bringing the right people together  Creation of a Portfolio Management Team to provide space/time for growth for all client facing colleagues  Formed distinct teams to ensure our message to clients was clear  Developing people into different, new or more productive roles  Managing the finances of a c£20m turnover office and related matters e.g., salaries, profit share, office costs etc.  Representing the office at a national level

• Investment Manager - Divisional Director

  • Nov 1995 - Sep 2014

   Achieved Associate Director and then Divisional Director status. Also appointed Head of Charities for the Midlands region  Building and managing client relationships to eventually manage £300m of client assets - during my time as Head of Office I needed to pass over a number of clients (worth c£100m) to colleagues to make space for leadership  Building my personal and business reputation within the Birmingham professional community  Developing my skills to ensure good client outcomes



Office of National Statistics

• Government Administration
• 100 - 200 Employee

• Census Field Officer

  • Apr 2021 - Apr 2021

  Helping and encouraging people to complete their Census returns. Helping and encouraging people to complete their Census returns.


Allied Provincial Securities
• Investment Manager

  • Jan 1993 - Nov 1995

Smith Keen Cutler
• Client Account Support

  • Jul 1989 - Dec 1992

Barclays UK
• United Kingdom
• Banking
• 700 & Above Employee
• Bank Employee

  • Sep 1986 - Jun 1989