Experience

Morrison Personalised Wealth Management
• 1 - 100 Employee
• Chartered Financial Planner

  • Jan 2022 - Present


Succession Wealth

• United Kingdom
• Financial Services
• 300 - 400 Employee

• Business Development Director

  • Apr 2021 - Jan 2022

• Business Development Manager

  • Mar 2021 - Apr 2021


Prudential Financial Planning
• Financial Services
• 1 - 100 Employee
• Sales Director

  • Nov 2019 - Jan 2021


Prudential UK

• United Kingdom
• Financial Services
• 700 & Above Employee

• Regional Director

  • Jul 2014 - Nov 2019

• Area Manager

  • May 2011 - Jun 2014

  Joined initially as part of the pilot to establish PFP, then became Area Manager for Scotland.



Lloyds UK Private Banking

• Senior Manager Wealth Management

  • Sep 2009 - Apr 2011

  First line management of a team of Wealth Managers. Promoted to managing both Edinburgh and Glasgow teams. Delivered growth year on year and recognised as a Strong performer. First line management of a team of Wealth Managers. Promoted to managing both Edinburgh and Glasgow teams. Delivered growth year on year and recognised as a Strong performer.



Bank of Scotland Investment Service

• Financial Services
• 1 - 100 Employee

• Area Manager

  • Jul 2006 - Sep 2009

  Responsible for recruiting, coaching and managing a team of Client Managers.

• Sales Development Manager

  • May 2002 - Jun 2006

  Strategic role with broad responsibilities from assembling UK business plan, designing proposition and delivering training


Equitable Life Assurance Society
• United Kingdom
• Financial Services
• 1 - 100 Employee
• Representative

  • May 1995 - 2002

NPI
• United States
• Construction
• 1 - 100 Employee
• Sales Consultant

  • 1991 - 1995