Nick Chetwood

Managing Partner at Farley & Thompson - Stockbrokers and Investment Managers
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Poole, England, United Kingdom, UK

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 2 ratings
  • (2)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Robert Ferguson

Nick was a very fair minded & considerate manager, whilst also striving to achieve the demands of the business. Very engaging when addressing the wider team in a group on business objectives as well as also being very good one on one.

Anita Amesbury-Page

I really enjoyed working with Nick, he has natural energy, drive and is a clear communicator. He inspired me and the team across the Region to achieve brilliant results and it was a pleasure to work with him. His enthusiasm for the role, team and seeing other develop is infectious.

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Experience

  • Farley & Thompson - Stockbrokers and Investment Managers
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Managing Partner
      • May 2022 - Present

    • Partner
      • May 2015 - Present

      Bringing a wealth of experience and breadth to the partnership following a successful banking career across: management, compliance, people development and service excellence. CISI Level 4 Investment Advice DiplomaKey areas -Private client stockbrokingCompliance - FATCA reporting, AML, TCF & client repaperingProcurement - sourcing value in key improvement areasFinancial - treasury management Business development and performanceCASS report oversight Show less

  • Non Exec Director at BCHA (The New Leaf)
    • Bournemouth, United Kingdom
    • Non Executive Director - The New Leaf
      • Oct 2014 - May 2021

      The New Leaf is a social enterprise established by the Bournemouth Churches Housing Association. Used financial expertise and experience to agree strategy for the team to follow and provide oversight approval for budgets/targets. Key lead of the Finance Committee looking at key performance objectives and budgets. The New Leaf is a social enterprise established by the Bournemouth Churches Housing Association. Used financial expertise and experience to agree strategy for the team to follow and provide oversight approval for budgets/targets. Key lead of the Finance Committee looking at key performance objectives and budgets.

  • Lloyds Bank
    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Senior Bancassurance Manager - Lloyds Central & South Region
      • Jun 2014 - Apr 2015

      Successfully lead specialist performance activities through line management of 6 Local Bancassurance Managers managing 60 Financial Consultants.

    • Regional Performance Manager - Lloyds South Region
      • Nov 2013 - Jun 2014

      Worked alongside Regional Director and 12 Local Directors across Central & South to lead delivery of results, change, provide coaching and manage a team of 12 Local Customer Managers in largest Lloyds Region in the UK – 300 branches and 3500 colleagues.

  • Lloyds Bank
    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Regional Mortgage Manager - London & South East
      • May 2012 - May 2013

      Responsible for the largest mortgage team in Lloyds Bank - 11 Mortgage Managers and 80 Mortgage and Protection Advisers. Responsible for the largest mortgage team in Lloyds Bank - 11 Mortgage Managers and 80 Mortgage and Protection Advisers.

  • Lloyds Banking Group
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Senior Change Implementation & Operations Manager - Mortgages
      • Jan 2012 - May 2012

    • Senior Product & Operations Manager - Savings - London
      • Jan 2011 - Dec 2011

  • Lloyds Bank
    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Senior Bank Manager, Bristol, Poole and Christchurch
      • Jan 2005 - Jan 2011

    • Early Career
      • Jan 2003 - Dec 2004

      Following success on the Graduate programme I undertook several key roles including – Local Business Development Manager in South Dorset, Fraud Investigation Lead in London and Regional ‘Customer Offers’ Development Manager for South West England.

    • Graduate Management Trainee UK
      • Sep 2001 - Jan 2003

Education

  • The Chartered Institute for Securities & Investment (The CISI)
    Level 4 Investment Advice Diploma (IAD), ACSI
    2015 - 2015
  • King's College London, U. of London
    BSc (hons), Human Biology
    1997 - 2000
  • King's College London
    1997 - 2000
  • Hutton Grammar School, Preston
    1989 - 1996

Community

You need to have a working account to view this content. Click here to join now