Experience

Lansdown Place Wealth Management Ltd.

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Director

  • Feb 2013 - Present

  I have worked in financial services for over 20 years and have a wealth of experience and knowledge in all aspects of financial planning. I am a Fellow of the PFS and a Chartered Financial Planner. Over the past few years I have reduced my client facing work as I have focused my skills in developing new business opportunities for the advisers within my team and growing the business in terms of staff numbers, revenue and positive client outcomes. As a Director of Lansdown Place Wealth Management my emphasis is on maintaining a long-term relationship with all clients that we, as a business, have the privilege of working with and ensuring that the experience that the client has when dealing with us is of the highest quality. Our aim is deliver a first class service to all clients and we are passionate about providing the highest level of service - we acknowledge that clients have a choice and the fact that they choose to work with us is never taken for granted. It is the aim of all of the staff within Lansdown Place Wealth Management to be at the centre of our clients (and their families') financial decision making both now and in the future and to be the support that that they rely on as their financial needs change and evolve. When I am not at work I enjoy nothing more than long walks with the dogs and socialising with Family and friends. I thoroughly enjoy 'Am Dram' and have recently joined BLOC Productions.

• Director

  • Feb 2013 - Feb 2013

  St. James's Place Wealth Management is a FTSE 100 company with over £100 bn of client funds under management. The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.

• Director, Private Wealth

  • Feb 2009 - Jan 2013



LEBC Group

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Consultant

  • Feb 2007 - Feb 2009



Berkeley Berry Birch

• Financial Services
• 1 - 100 Employee

• Consultant

  • Aug 2002 - Feb 2007



Keystone Financial Management

• Consultant

  • Jun 2001 - Aug 2002



NatWest

• Banking
• 700 & Above Employee

• Financial Planning Executive

  • Jun 1991 - May 2001