Experience

Classic Battlefield Tours

• United Kingdom
• Travel Arrangements
• 1 - 100 Employee

• Director

  • Jun 2019 - Present

  We are a small independent tour company that offers battlefield tours with a difference which produces a greater experience. For instance, on our D Day tour we fire the actual guns which were used including Sten and Thompson sub machine guns. There is a tour leader to ensure that your trip runs smoothly and each guide at a battlefield site is personally selected for their knowledge and how they explain what happened and why. Lastly good hotels, good restaurants and most of all good company with fellow professionals is an important part of the overall experience and enjoyment. Find out more and book a tour of your life. Show less



Charles Stanley & Co. Limited

• United Kingdom
• Investment Management
• 700 & Above Employee

• Senior Investment Manager

  • Oct 2007 - Apr 2020

  My team manage's £320 million of mainly Discretionary funds for private clients, SIPP's and Charities in the Charles Stanley Guildford office. The team of 4 investment managers which includes myself and two admin/support staff. Most new business is introduced from local IFAs, some Solicitors and Accountants and client referrals. The Charles Stanley office has been in Guildford since 2007 and I have worked in the area since 1995.

• Director of Intermediary Sales

  • Sep 2012 - Jul 2015

  Following the take-over by Barclays in 2003, the whole Guildford office decided to leave to join Charles Stanley in 2007 and funds under management increased to £230 million. Due to this success I was put in charge of creating a sales team from scratch and join the board.The team grew to 10 people and within three years we have attracted £410 million of new funds under management. My role was to not only manage the team but also to secured panel positions with SIPP providers and Wrap platforms, bring on board and marketing to consultants of National accounts and Networks. Further to liaise with our back office and compliance departments so that our in house systems can provide a smooth and efficient service to intermediaries.At a board level, learnt about how a company runs, looked at the various risks involved with a company of this size, how the increased regulation effected the profitability and how to coup with the increase regulation within your sales and marketing strategy. Show less

• Investment Manager

  • Oct 2007 - Sep 2012

  I manage a team of 4 Investment managers and 2 support staff in Charles Stanley Guildford office, with an aim to building up new funds under management from existing client and professionally introduced business.I have stepped down from running the Intermediary sales team as of the 30th June 2015. Over the 3 year period when I was at the helm, Charles Stanley attracted over £400 million of new discretionary funds from a wide mixture of Financial Intermediaries.



Guildford County Club

• Australia
• Spectator Sports

• Director

  • Mar 2015 - Mar 2017

  I became a Director of the County Club situated in Guildford High Street,which is a profitable private members club for business men and women in the Guildford area. My responsibilities are organising the charity Golf Day which raised over £8,000 and some other social events of the club. I became a Director of the County Club situated in Guildford High Street,which is a profitable private members club for business men and women in the Guildford area. My responsibilities are organising the charity Golf Day which raised over £8,000 and some other social events of the club.



Chartered Institute for Securities & Investment (CISI)

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Southern President

  • May 2012 - May 2016

  I set up the Southern region of CISI and became its first President in May 2012, with a committee of 9 fellow Investment Management professionals based out of Guildford. We have arranged a number of CPD presentations for members and local schools, and currently embarking on advertising campaign. I set up the Southern region of CISI and became its first President in May 2012, with a committee of 9 fellow Investment Management professionals based out of Guildford. We have arranged a number of CPD presentations for members and local schools, and currently embarking on advertising campaign.



Greig Middleton/Gerrard/Barclays Wealth

• Investment Management & Head of IFA Sales

  • Oct 1992 - Apr 2007

  I joined Greig Middleton in Guildford in the early 1990's to form a division to provide Discretionary Fund Management Services to the IFA community. Within two years we had brought in £60 million of new funds under management and were the most successful team outside London. Promoted up to London to head up the sales team which was created by the merger between Greig Middleton and Gerrard Vivian Grey (GVG). I managed a team of 8 sales consultants, plus back up staff. Returning to Guildford in 2000 following the take-over by Old Mutual, I started up my own team and soon attracted over £150 million under management, through the various intermediaries and private clients within the Guildford area. Following the take-over by Barclays, the whole office decided to leave to join Charles Stanley. Show less


Bain Clarkson
• Independent Financial Adviser/Investment Manager

  • Aug 1987 - Apr 1992

Provident Mutual Insurance
• United States
• Financial Services
• 1 - 100 Employee
• Life Inspector

  • 1983 - 1985