Experience

Richmond House

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Head of Advisory Services

  • Dec 2016 - Present

  These are exciting times for Richmond House we are developing our IFA practice rapidly, if you are an ambitious Financial Adviser or Business Developer then we would be very interested in discussing our plans with you. We offer successful candidates salaried positions, no cap on earnings, generous employee benefits, full para-planning and business support. If you would like to find out more telephone me or send an email with a convenient number and time to call you for an initial conversation.Chartered Financial Planners Richmond House Group (RHG) have been serving private and corporate clients from offices in Stevenage, Hertfordshire since 1964 and now in Milton Keynes, Buckinghamshire. Our DFM service, RHG Investment Management has an excellent track record in managing investment portfolios in these challenging times. Richmond House Financial Services Limited are experts in providing advice regarding employee benefit schemes, compulsory workplace pensions, life assurance, private medical insurance and inheritance tax planning.



LB Financial Solutions

• Financial Planner

  • Feb 2016 - Dec 2016

  LB Financial Solutions is part of the LB Group. We are a firm of Financial Planners providing holistic finanical planning advice to individuals and companies. Our approach to financial planning is refreshing and forward thinking. Our model is based on a spirit of collaboration. Our philosophy of putting our clients at the heart of everything we do recognises our clients’ goals of reducing debt, maintaining lifestyle and increasing wealth. Our advice is not just based on our client's situation today but his or her aspirations for the future. These will change over time, which is why we commit to regularly reviewing our client's circumstances in order that their financial planning remains appropriate.



Ascot Lloyd

• United Kingdom
• Financial Services
• 300 - 400 Employee

• Regional Manager

  • Sep 2014 - Feb 2016

  Independent Financial Advice Independent Financial Advice



Hansen Lloyd Asset Management Ltd

• Director

  • Jan 2010 - Apr 2014

  Hansen Lloyd was a regional IFA business based close to Colchester in Essex but with 12-15 Consultants providing Independent advice across East Anglia and the Northern Home counties. I Was responsible for the day to day running of the business, recruitment, compliance, coaching and developing new consultants. I also prepared the business to meet the challenges of the RDR changes and was successful in introducing a more robust sales process and supporting IT. The business has now been sold. Hansen Lloyd was a regional IFA business based close to Colchester in Essex but with 12-15 Consultants providing Independent advice across East Anglia and the Northern Home counties. I Was responsible for the day to day running of the business, recruitment, compliance, coaching and developing new consultants. I also prepared the business to meet the challenges of the RDR changes and was successful in introducing a more robust sales process and supporting IT. The business has now been sold.



Helvetia Internationl SA

• Head of Business (Interim Management Role)

  • Aug 2008 - Jan 2010

  Helvetia International is an International Wealth Manager based in Geneva. I was offered the role of Head of Business following completion of an analysis and report of the company which I was commissioned to do by the business owners earlier in 2008. I took the role with the intention of remaining in place for 6 months while a replacement could be found but this period become extended to 18 months. Whilst in place I created and introduced a new robust advice process and began a process of business development for the company in Europe and the Middle East. I returned to the UK following the decision to sell Helvetia International and to take up an opportunity to acquire equity in Hansen Lloyd Asset Management Ltd.



Arjent Ltd

• Head of Financial Planning

  • Jun 2007 - Oct 2008

  Arjent is an Independent Stock Brokers with offices in London and New York. I joined the company as Sales Manager for the external IFA sales force which was then merged with the internal sales force, I was promoted to Head of Financial Planning. Introduced a successful marketing and client acquisition strategy focussing on senior city personnel. The US owners decided to reduce the size of their stock broking operation in the UK and the IFA team was made redundant as part of the downsizing. Arjent is an Independent Stock Brokers with offices in London and New York. I joined the company as Sales Manager for the external IFA sales force which was then merged with the internal sales force, I was promoted to Head of Financial Planning. Introduced a successful marketing and client acquisition strategy focussing on senior city personnel. The US owners decided to reduce the size of their stock broking operation in the UK and the IFA team was made redundant as part of the downsizing.