Experience

Riverfall Financial Ltd
• United Kingdom
• Financial Services
• 1 - 100 Employee
• Financial Planner

  • Apr 2022 - Present

Self Employed
• Real Estate
• 1 - 100 Employee
• Financial Services Professional

  • Feb 2020 - Apr 2022


Fairstone Group Ltd

• United Kingdom
• Financial Services
• 300 - 400 Employee

• Regional Manager

  • Dec 2017 - Feb 2020

  Responsible for a total of 18 firms that are either acquired or on route to be acquired by Fairstone since 2017 and assisting a further7 firms aligning them with Fairstone prior to acquisition. Managing individual IFA's to targets, Compliance, T&C. Managing Paraplanning Staff to integrate, support and develop IFA Recruiting New IFA's setting terms creating contracts Responsible for a total of 18 firms that are either acquired or on route to be acquired by Fairstone since 2017 and assisting a further7 firms aligning them with Fairstone prior to acquisition. Managing individual IFA's to targets, Compliance, T&C. Managing Paraplanning Staff to integrate, support and develop IFA Recruiting New IFA's setting terms creating contracts



In Partnership

• United Kingdom
• Financial Services
• 1 - 100 Employee

• T&C Superviser

  • Feb 2014 - Nov 2017

  T&C Superviser assisting in the assesment of Competency and training of members of In Partnership T&C Superviser assisting in the assesment of Competency and training of members of In Partnership



Personal Touch Financial Solutions

• Financial Services
• 1 - 100 Employee

• Investment and Pensions Manager

  • Jun 2007 - Nov 2013

  Working with 252 advisers on adopting investment strategy's . Platform choice, Model Portfolio's, DFM etc Working with 252 advisers on adopting investment strategy's . Platform choice, Model Portfolio's, DFM etc