Experience

Hall & Costello Wealth Management Ltd, Senior Partner Practice of St. James's Place

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Nov 2021 - Present



St. James’s Place

• United Kingdom
• Financial Services
• 700 & Above Employee

• Academy Development Manager

  • Jan 2021 - Nov 2021

• Senior Partnership Development Manager - Transition

  • Jan 2020 - Apr 2021

• Business Development Manager

  • Aug 2017 - Jan 2020

  I support high performing individuals to grow their business and provide first class financial advice



Nationwide Building Society

• United Kingdom
• Financial Services
• 700 & Above Employee

• Area Manager

  • Jun 2016 - Aug 2017

  I manage and supervise a team of highly professional Level 4 qualified Financial Planning Managers. I work with advisers across Southern England. I have experience in remote management and my strengths include maximising the potential in others through individual coaching, development and risk management. My years of experience within financial services helps me make sure that the regulated side of our business is easily understood by our retail colleagues.I am Level 4 qualified and advised clients previously to meet their holistic financial planning needs. This helps to ensure that I am fully in touch with my team and they are clear of the expectations that I have of them. I have particular interest in complex advice around estate and trust planning because of the difference it can make to people's lives, because I have an eye for detail I can help articulate this to ensure that my advisors clients have all of their needs addressed.

• Financial Planning Manager

  • Jun 2012 - Jun 2016

  Successfully advised Nationwide customers in the areas of Protection, Retirement, Investment & Savings. I was a top performer with excellent KPIs.