Experience

Crown Wealth Consultants

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Client Relationship Manager

  • Oct 2019 - Present

  Hailsham I specialise in delivering strategic Business Management Support to clients and advisers at Crown Wealth. My approach centres around cultivating strong client-adviser relationships by thoroughly understanding prospective clients' unique needs and communication preferences. This meticulous approach ensures the ideal alignment between clients and our dedicated advisers. Through proactive outreach and the development of robust relationships with key stakeholders and industry professionals… Show more I specialise in delivering strategic Business Management Support to clients and advisers at Crown Wealth. My approach centres around cultivating strong client-adviser relationships by thoroughly understanding prospective clients' unique needs and communication preferences. This meticulous approach ensures the ideal alignment between clients and our dedicated advisers. Through proactive outreach and the development of robust relationships with key stakeholders and industry professionals, my mission is to connect with individuals and organisations poised to benefit from our wealth of advice and expertise. I am committed to fostering meaningful connections and facilitating partnerships that drive success and financial well-being. Show less



Laing Associates

• United States

• Managing Director

  • Sep 2014 - Oct 2019

  Eastbourne Business Consultant for a variety of different companies including Accountants, Construction Companies and even a Dance School. I supported them by helping them to write detailed Business Plans to raise finance, manage cashflow and creating and implementing marketing plans. I also acted as Financial Manager for my clients - monitoring project costs and chairing review meetings which sometimes included conflict resolution.



Beaming Ltd

• United Kingdom
• Telecommunications
• 1 - 100 Employee

• Sales Director

  • Sep 2013 - Aug 2014

  Hastings Beaming Limited is a Telecoms Company providing secure networks to clients such as schools, hospitals, CCTV monitoring companies and Government organisations. I was responsible for assisting the business achieve it's Business Plan, sales turnover and profit targets.



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Commercial Manager

  • Jan 2011 - Sep 2013

  East Sussex I was a commercial manager covering the Eastbourne and Hastings area. I managed 120 SME businesses with turnover ranging between £2million and £10million. My responsibilities included analysing Financial Accounts/Quarterly Management information, providing lending facilities and the ongoing monitoring/control of the Bank's facilities.

• Senior Premier Manager

  • May 2007 - Dec 2011

  East Sussex I managed a portfolio of high net worth clients with liquid assets of £2million plus. My role was to provide regulated investment and protection, personal borrowing and overseas banking advice. I was one of HSBC's top performing sales advisors for a number of years.