Ewan Davidson

Business Development Director at Nucleus Financial
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Greater Bristol Area, United Kingdom, UK

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 2 ratings
  • (2)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Dan Jordan

Ewan is one of the best national accounts relationship managers that I have had the pleasure of working with over the last ten years. He is resolutely professional, able to build and importantly maintain relationships through difficult times, not just when things are going well! He has repeatedly demonstrated an ability to think outside the box to deliver timely resolutions and remove any potential roadblocks. You can also count on Ewan to be well informed with what is going in the market, which has been helpful on many occasions. I would be more than happy to recommend Ewan.

Neil Baines-Thomas ACC

I worked with Ewan at Legal & General in the Key Account Team during a period of transition and as result collaborated closely on a number of projects. I was, and still am, impressed with Ewan’s insight and knowledge in the intermediated marketplace - he is well connected, respected, liked and trusted in equal measure, which is a rare combination. I have no hesitation in recommending Ewan and I sincerely hope we get chance to work together again in the future.

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United Kingdom
    • Financial Services
    • 300 - 400 Employee
    • Business Development Director
      • Aug 2022 - Present

    • United Kingdom
    • Financial Services
    • 100 - 200 Employee
    • Business Development Director
      • Apr 2021 - Present

      As a retirement focused adviser platform, James Hay helps advisers to make retirement more rewarding for their clients. We’ve been working with financial advisers and their clients for more than 40 years, and today over 57,000* investors trust us to look after more than £27 billion* worth of pension and investment savings. From being one of the first SIPP providers in the UK, to pioneering the modular approach to retirement wealth planning, James Hay works to earn the trust of advisers. Our flagship retirement planning vehicle, the Modular iPlan, embraces the modular approach for SIPPs, ISAs and General Investment Accounts. This proposition enables fair and flexible pricing ensuring investors only pay for what they use, while they're using it.We're able to continue to innovate thanks to the support of our shareholder, the independent private equity manager, Epiris. *as at 31 March 2021 Show less

    • Strategic Account Manager
      • Apr 2020 - Apr 2021

    • Investment Management
    • 1 - 100 Employee
    • Strategic Relationship Manager
      • Nov 2014 - Dec 2019

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Relationship Director
      • Sep 2012 - Dec 2013

    • Key Account Director
      • Aug 2007 - Sep 2012

    • Regional Manager
      • Jul 2000 - Aug 2007

    • Area Manager
      • Oct 1999 - Jul 2000

    • National Account Manager
      • Jan 1998 - Oct 1999

    • Insurance
    • 700 & Above Employee
    • Sales Consultant
      • 1991 - 1997

Education

  • Cranfield University - Cranfield School of Management
    Key Account Management
    2011 -
  • Henley Business School
    Change Management
    2005 -
  • Indiana University of Pennsylvania
  • University of the West of England
    BA Hons

Community

You need to have a working account to view this content. Click here to join now