Experience

Thomas and Young Wealth Management Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Senior Director Business Development

  • Jan 2022 - Present

  When I was advising it was difficult to find time to speak with Business Professionals or network with individuals about the need for planning for the future and so I see it as a privilege to share what Thomas & Young Wealth Management can do to help people plan to live their best lives in the future and having semi-retired myself, they can see the difference it has meant to me. We provide a wide range of services for both individual and corporate clients, covering the areas of: • Investments • Tax planning • Inheritance tax planning and mitigation. • Pension and retirement planning. • Protecting you, your family and your business. For full details of the range of products and services that are available to you, view our website www.tywm.co.uk The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Show less



St. James’s Place

• United Kingdom
• Financial Services
• 700 & Above Employee

• Financial Adviser

  • Nov 2014 - Dec 2021

  We help you protect your financial position throughout life’s journey and help you achieve financial security for those people closest to you. We have accepted an invitation to become a Partner Practice of St. James's Place Wealth Management, one of the UK’s leading financial services and wealth management groups, who are listed as a FTSE 100 company. As a Partner Practice of St. James's Place Wealth Management we can offer, the comfort of dealing with a team that is committed to your financial wellbeing and investment management of what we consider to be distinct. We provide a wide range of services for both individual and corporate clients, covering the areas of: • Investments • Tax planning • Inheritance tax planning and mitigation. • Pension and retirement planning. • Protecting you, your family and your business. For full details of the range of products and services that are available to you, view our website www.tywm.co.uk The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Show less



Lloyds Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Financial Advisor

  • Feb 2002 - Sep 2014

  Corporate Financial Planning Corporate Financial Planning



Symphony Telecom

• Telecommunications
• 1 - 100 Employee

• General Manager

  • Oct 2000 - Nov 2001

  Management of 75 staff in Newmarket and a Group Operations Role Management of 75 staff in Newmarket and a Group Operations Role



Nat West

• Banking
• 400 - 500 Employee

• Business Manager

  • Sep 1982 - Sep 2000

  Various roles before culminating to Business Account Relationship Management Various roles before culminating to Business Account Relationship Management