Experience

Equity Release Council

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Independent Non Executive Director

  • Oct 2022 - Present

  I am delighted to be joining the excellent team at The Equity Release Council as an Independent Non Executive Director I am delighted to be joining the excellent team at The Equity Release Council as an Independent Non Executive Director


National Deposit Friendly Society
• United Kingdom
• Financial Services
• 1 - 100 Employee
• Non Executive Director

  • Nov 2021 - Present

National Friendly Financial Solutions
• United Kingdom
• Financial Services
• 1 - 100 Employee
• Non Executive Director

  • Sep 2021 - Present


Financial Services Consultancy

• United Kingdom

• Consultant

  • Jul 2015 - Present

  Financial Services Consultancy Financial Services Consultancy


Youth Adventure Trust
• United Kingdom
• Non-profit Organizations
• 1 - 100 Employee
• Trustee

  • Nov 2014 - Present

JOSEWIN LIMITED
• United Kingdom
• Non Executive Director

  • Sep 2019 - Feb 2022


HLPartnership

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Non Executive Director

  • May 2018 - Feb 2022

  HLPartnership is the UK's largest independently owned Mortgage & Protection Network HLPartnership is the UK's largest independently owned Mortgage & Protection Network


Mortgage Support Network
• United Kingdom
• Business Consulting and Services
• Non Executive Director

  • May 2018 - Feb 2021

T. Bailey Fund Services Limited
• Chairman

  • Dec 2017 - Nov 2020

Dudley Building Society
• United Kingdom
• Financial Services
• 1 - 100 Employee
• Non Executive Director

  • Aug 2017 - Oct 2018


Thesis Asset Management PLC

• Non Executive Director

  • Feb 2016 - Aug 2017

  Business successfully sold delivering £48M of shareholder value: http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/other/13304090.html?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_recent_activity_details_shares%3Bda0VkxQMRzq7E%2BtSIb8fOw%3D%3D Business successfully sold delivering £48M of shareholder value: http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/other/13304090.html?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_recent_activity_details_shares%3Bda0VkxQMRzq7E%2BtSIb8fOw%3D%3D



Novia Global Ltd

• United Kingdom
• Market Research

• Head of Sales and Marketing

  • Jan 2015 - Jun 2015

  For over a decade, Financial Advisers in the UK have been able to offer their investment clients enhanced service and a wider choice of products following the introduction of on-line investment platforms. These platforms now dominate the UK market, accounting for the majority of new investment flows and assets of £326.4bn at the end of 2014. The successful take-up of platforms, allied to swingeing regulatory changes to the investment market has resulted in the UK being seen as a centre of excellence for investment management. Novia Global has used this UK experience to provide Financial Advisers and Trust Companies similar tools in order for them to provide their offshore clients the same high level service and choice available in the UK. Founded in 2014, Novia Global will offer a multi-currency platform for use initially in the Crown dependencies, the euro zone and Switzerland. Planned development will cover Dubai, Hong Kong and Singapore. Novia is based in the centre of the World Heritage City of Bath. Show less


Origen
• Colombia
• Information Technology & Services
• Non-Exec Director

  • May 2012 - Jun 2015

Positive Solutions
• United Kingdom
• Financial Services
• 200 - 300 Employee
• Non-Exec Director

  • May 2012 - Jan 2015


Castle Trust

• New Zealand
• Financial Services
• 1 - 100 Employee

• Commercial Director

  • Jun 2011 - Apr 2013

  Castle Trust is a new type of financial institution, created to address some of the key challenges in the housing market faced by investors and home owners. Our products enable investors and home owners to share the costs and returns of housing in a way which has not previously been possible. Castle Trust will offer investors fixed term investments for 3, 5 or 10 years with returns in excess of national house prices (the Halifax House Price Index ("HHPI")) from £1,000, which qualify for tax-efficient vehicles, eg SIPPs & ISAs. These funds will provide an important new source of funding for the mortgage market, in the form of Partnership Mortgages. Income HouSAs provide a fixed income every 3 months as well as giving you the full returns of the HHPI. So, whether house prices rise or fall, you will outperform them by the income you receive. Growth HouSAs outperform the HHPI over the term you choose, whether house prices rise or fall. If the HHPI is higher at the end of your chosen term, you will earn more than the increase, if the HHPI is lower at the end, you will lose less than the decrease. A Castle Trust Partnership Mortgage is a mortgage for 20% of the value of your home. Unlike a traditional mortgage, where the amount you repay depends on interest rates, the amount you repay on a Partnership Mortgage depends on the change in value of your home. Also, you control when you repay a Partnership Mortgage. For further information go to www.castletrust.co.uk Show less


Burns-Anderson plc
• CEO

  • Aug 2004 - Jul 2008

Legal & General Bank
• Sales & Marketing Director

  • 1999 - 2002

Bristol & West
• Financial Services
• 1 - 100 Employee
• Head of Mortgage Services

  • 1990 - 1999