Experience

Rathbones

• United Kingdom
• 1 - 100 Employee

• Regional Manager

  • Jul 2021 - Present

  Regional Manager of an outstanding team of Financial Planners based in London. Coaching, leading, inspiring colleagues to be the best they can to help clients. Responsible also for T&C supervision of the team. At Rathbones we put the client at heart of what we do and make the complex simple. Helping client with financial needs around Protection, Retirement, Investment Goals, Preserving the Estate for future generations, Long Term Care planning and Tax planning. Regional Manager of an outstanding team of Financial Planners based in London. Coaching, leading, inspiring colleagues to be the best they can to help clients. Responsible also for T&C supervision of the team. At Rathbones we put the client at heart of what we do and make the complex simple. Helping client with financial needs around Protection, Retirement, Investment Goals, Preserving the Estate for future generations, Long Term Care planning and Tax planning.



Schroders Personal Wealth

• United Kingdom
• Financial Services
• 700 & Above Employee

• • Apr 2020 - Apr 2021

  Responsible for managing a team of Financial Advisers including first line supervisor and providing advice to clients in the Wealth market for exciting new venture.

• • Jun 2019 - Apr 2020

  Regulated supervisor of team of financial advisers in Wealth Management space. Coaching, developing, inspiring advisers to become the best they want to be. Supervision of areas including Investments, Protection, Pensions including drawdown, IHT & Long Term Care



Lloyds Banking Group

• United Kingdom
• Financial Services
• 700 & Above Employee

• • Jan 2015 - May 2019

  Regulated supervisor of team of financial advisers in Wealth Management space. Coaching, developing, inspiring advisers to become the best they want to be. Supervision of areas including Investments, Protection, Pensions including drawdown, IHT & Long Term Care

• • Jun 2014 - Dec 2014

  Working in Private Banking arena providing quality and trusted advice to clients in areas of Investments, Protection, IHT, Pensions and Long Term care to help client meet their goals and aspirations. Also experienced in looking after banking affairs.

• • 2007 - Dec 2014



Lloyds Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Wealth Management Adviser

  • 2007 - Dec 2014

  Providing high quality financial planner advice and service to Wealth clients in Investments, Protection, Pensions, IHT & Long Term Care Providing high quality financial planner advice and service to Wealth clients in Investments, Protection, Pensions, IHT & Long Term Care