Experience

Heritage Investments

• United Kingdom
• Financial Services
• 1 - 100 Employee

• IFA

  • Jun 2017 - Present

  IFA private client. Heritage Investments aim is to be the best privately owned and sustainably managed IFA in the region. To build long term trusted relationships with our clients,protecting assets, delivering results that stand the test of time and working hard to understand our clients needs . IFA private client. Heritage Investments aim is to be the best privately owned and sustainably managed IFA in the region. To build long term trusted relationships with our clients,protecting assets, delivering results that stand the test of time and working hard to understand our clients needs .



Simply Portfolio Management Ltd

• Ringwood

• Director

  • Oct 2011 - Present

  Portfolio Constructiion,Risk Management and profiling, Strategic Consulting .Holistic Investment planning. Advising on and transacting investment business with regular reporting to client •the Management and administration of portfolios •. Portfolio Constructiion,Risk Management and profiling, Strategic Consulting .Holistic Investment planning. Advising on and transacting investment business with regular reporting to client •the Management and administration of portfolios •.



Lawrence Clarke Limited

• United Kingdom
• Investment Management
• 1 - 100 Employee

• IFA consultant

  • Oct 2010 - Jun 2017

  Advising private client on holistic financial planning ,specialising in Investment and Inheritance Tax. My aim is to provide complete financial planning for private clients, encompassing all aspects of life needs. Advising private client on holistic financial planning ,specialising in Investment and Inheritance Tax. My aim is to provide complete financial planning for private clients, encompassing all aspects of life needs.



David Lloyd Bournemouth Action group

• Chairman

  • 2007 - 2009



Savoy Financial Planning Ltd

• Director

  • 2003 - 2006

  Maintain and observe the standards of conduct set out in the Principles and Code of Practice of the FSA. Develop a profitable bank of clients. Maintain an understanding and application of IT systems to promote the efficient management of clients. Ensure adequate and independent risk controls exist in respect of operations, credit, markets, legal, regulatory and personnel. Monitor and disseminate management information and reports for routine financial and operational areas as well as exceptional risk areas. Ensure an adequate supervisory structure is in place in all aspects of the business. Procure new business through both referrals and new initiatives; endeavour to maintain costs within budget and to promote cost efficiency generally within the company participate in the development of overall business strategy to ensure the company’s profitable expansion, within a wholly compliant environment. undertake continual professional development through attendance of training sessions organised both internally and externally maintain an up to date knowledge of financial services legislation



Barnes and Hedgecock ltd

• Director

  • 1983 - 2006



Castledean Homes (Southern) Ltd

• Director Chairman

  • Dec 1997 - Jan 2003

  Procure,develop and manage land and property projects Negotiate and agree planning consents Negotiate and controll cost of build Manage day to day company issues Negotiate marketing and ensure final retail sale Procure,develop and manage land and property projects Negotiate and agree planning consents Negotiate and controll cost of build Manage day to day company issues Negotiate marketing and ensure final retail sale