Experience

Guinness Ventures

• United Kingdom
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Business Development Manager (North Region)

  • Mar 2023 - Present

  Newcastle upon Tyne, England, United Kingdom I am covering the North of England working in partnership with IFA's and Financial Advisers, assisting them in finding solutions to their clients tax planning situations, with particular focus on EIS, VCT and Business Relief solutions.



Deepbridge Capital

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Business Development Manager

  • Jun 2019 - Mar 2023

  North East of England

• Independent Consultant

  • Jan 2017 - Jun 2019

  North East Deepbridge is a different kind of investment manager. We work closely with financial advisers and investors to design innovative products, ranging from investment in technology growth companies to asset-backed renewable energy projects. We also partner with innovative and committed management teams to help UK based companies realise their potential and become successful leading-edge businesses. We operate across four principle divisions: - disruptive technology - life sciences… Show more Deepbridge is a different kind of investment manager. We work closely with financial advisers and investors to design innovative products, ranging from investment in technology growth companies to asset-backed renewable energy projects. We also partner with innovative and committed management teams to help UK based companies realise their potential and become successful leading-edge businesses. We operate across four principle divisions: - disruptive technology - life sciences - renewable energy - sustainable technologies



Decisive Adviser Solutions

• Independent Business Owner

  • Jan 2018 - Jun 2019

  Newcastle upon Tyne, United Kingdom Decisive Adviser Solutions provide a range of solutions for IFAs across the north of England. We work with a number of strategic partners that require additional distribution in the following areas - Cash Management, Tax Efficient Invesments (EIS, VCT & Business Relief), Structured Products, Alternative Finance bonds and Investment Funds.



LGBR Capital LLP

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Independent Consultant

  • Feb 2017 - Jun 2019

  Newcastle upon Tyne, United Kingdom LGBR Capital is a privately owned financial services business founded in October 2012. We partner with quality investment managers to develop and distribute innovative financial products to our range of professional clients across the UK, Europe and Asia. Product areas include: long only funds, alternative funds and property/real asset products. At the forefront of our business are three core values: Long-Term Partnerships Product Innovation Excellent Client Service



AXA

• France
• Insurance
• 700 & Above Employee

• Senior Retirement Specialist

  • May 2016 - Nov 2016

  Newcastle upon Tyne, United Kingdom



Ascentric

• Business Development Manager

  • Oct 2012 - May 2016

  North England



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Regional IFA Sales Manager (North)

  • Jul 2011 - Oct 2012



Sun Life Financial of Canada (UK)

• United Kingdom
• Financial Services
• 200 - 300 Employee

• Business Development Manager

  • Jun 2010 - Mar 2011



AXA

• France
• Insurance
• 700 & Above Employee

• Business Development Manager

  • Nov 2002 - Jun 2010



MetLife

• BDM

  • 2006 - 2007



NPI

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• Business Development Manager

  • 1990 - 1994