Experience

Fusion Consulting Group

• United Kingdom
• Business Consulting and Services
• 1 - 100 Employee

• Head of Sales & Marketing

  • Nov 2022 - Present

  Helping private clients and fast-growing businesses achieve their goals. By working together, our team of in-house experts can deliver joined-up 360o pragmatic advice, creating end-to-end solutions to help you achieve your goals. We help our clients across a wide range of services including tax, accountancy, financial advisory, legal and digital. Helping private clients and fast-growing businesses achieve their goals. By working together, our team of in-house experts can deliver joined-up 360o pragmatic advice, creating end-to-end solutions to help you achieve your goals. We help our clients across a wide range of services including tax, accountancy, financial advisory, legal and digital.



The Adviser Insight Podcast

• United Kingdom
• Financial Services

• Host and Founder

  • Feb 2021 - Present

  The Adviser Insight Podcast provides informative content for Financial Planners to help you grow your business, your knowledge and your client base. The Adviser Insight Podcast provides informative content for Financial Planners to help you grow your business, your knowledge and your client base.



Capital Tap Holding

• United Arab Emirates
• Investment Management
• 1 - 100 Employee

• Head of Sales & Marketing

  • Feb 2022 - Dec 2022

  Capital Tap Management Consultancy is headquartered in Dubai and works with SMEs globally to fill the business and financial operational gap, where investment in experienced resources is capital intensive. Our highly trained and experienced specialists enable SMEs to achieve their long-term strategic goals. We provide our clients with the right tools to start up their operations or transform an existing business to maximize efficiency and profitability. Capital Tap Management Consultancy is headquartered in Dubai and works with SMEs globally to fill the business and financial operational gap, where investment in experienced resources is capital intensive. Our highly trained and experienced specialists enable SMEs to achieve their long-term strategic goals. We provide our clients with the right tools to start up their operations or transform an existing business to maximize efficiency and profitability.



ARIA Capital Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Sales & Marketing Manager

  • Oct 2018 - Mar 2022

  ARIA is a leading UK and International provider of asset, wealth management and technology solutions. With offices in the UK, Dubai, Malta, Cayman, Zurich and Hong Kong, we have been working with a range of clients including Professional Intermediaries, Private individuals, Institutional and Corporate since 2005. We strive to provide our clients with innovative, flexible, tailored and transparent solutions to meet diverse investment needs, whilst protecting their assets and growing their wealth.



Various

• United Arab Emirates

• Financial Services Consulting

  • Sep 2017 - Oct 2018

  Marketing Consulting Market Analysis & Feasibility Study Marketing Consulting Market Analysis & Feasibility Study



Stellar Asset Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Senior Business Development Manager

  • Apr 2010 - Aug 2017

  We provide tax efficient investment opportunities, predominantly utilising Business Property Relief, that allow individuals to mitigate Inheritance Tax after only two years while retaining control of their capital.My role involves generating new business through the intermediary market, developing relationships and creating marketing documentation and campaigns.We work closely with intermediaries such as Chartered Financial Planners, Solicitors and Accountants and operate a range of activities such as seminars, presentations, webinars and one-to-one meetings.We can also offer financial intermediaries the option of running joint tax planning workshops for clients, colleagues or professional connections in order to help intermediaries develop new business channels.

• Sales & Marketing Manager

  • Apr 2010 - Jan 2017

  We provide tax efficient investment opportunities, predominantly utilising Business Property Relief, that allow individuals to mitigate Inheritance Tax after only two years while retaining control of their capital.My role involves generating new business through the intermediary market, developing relationships and creating marketing documentation and campaigns.We work closely with intermediaries such as Chartered Financial Planners, Solicitors and Accountants and operate a range of activities such as seminars, presentations, webinars and one-to-one meetings.We can also offer financial intermediaries the option of running joint tax planning workshops for clients, colleagues or professional connections in order to help intermediaries develop new business channels.



Capital Cash Ltd

• London, United Kingdom

• Sales & Marketing Manager

  • Jul 2009 - Apr 2010

  Managed and executed sales & marketing campaigns for payroll solutions to a range of SMEs Managed and executed sales & marketing campaigns for payroll solutions to a range of SMEs



First Action Finance

• London

• Mortgage Broker & Account Manager

  • Mar 2006 - Sep 2008

  A Bespoke IFA Practice offering a range of private client services including: Mortgage brokerage (residential and commercial), Insurance, Pensions, Investments, Tax Planning, Income and Capital Gains tax planning. A Bespoke IFA Practice offering a range of private client services including: Mortgage brokerage (residential and commercial), Insurance, Pensions, Investments, Tax Planning, Income and Capital Gains tax planning.