Experience

CS Investment Managers

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Chief Executive Officer

  • Nov 2022 - Present

  Edinburgh City, Scotland, United Kingdom

• Chief Executive Officer (Pending FCA Approval)

  • Sep 2022 - Dec 2022

  Edinburgh, Scotland, United Kingdom

• Operations Director

  • Feb 2022 - Sep 2022

  Edinburgh, Scotland, United Kingdom



Seven Investment Management LLP (7IM)

• Head of Scotland Intermediary

  • Jun 2019 - Sep 2022

  Edinburgh, City of Edinburgh, United Kingdom

• Relationship Manager

  • Apr 2019 - Sep 2022

  Edinburgh, City of Edinburgh, United Kingdom

• Head of Scotland & northern Ireland Intermediary

  • Jan 2020 - Feb 2022

  Scotland & Northern Ireland



Standard Life Wealth

• Head of Strategic Relationships

  • Jan 2015 - Sep 2022

  National Role I am responsible for managing and maintaining the strategic relationship for Standard Life Wealths single largest client. Not only do I have a highly effective operational framework I am focused on client and asset acquisition as well as client retention.

• Senior Business Development Manager- Scotland, Newcastle & Northern Ireland

  • Jun 2011 - Sep 2022

  Standard Life Wealth Limited Aug 2015 - designed and implemented an operating framework across the slw north business that creates alignment with key introducers and affords us structure and capacity for growth. Gained tremendous traction in the intermediary space by promoting low volatility multi asset investment solutions for decumulation business. Following the recent successful acquisition of Newton Private Clients I have moved into business development. My prime responsibilities are to… Show more Aug 2015 - designed and implemented an operating framework across the slw north business that creates alignment with key introducers and affords us structure and capacity for growth. Gained tremendous traction in the intermediary space by promoting low volatility multi asset investment solutions for decumulation business. Following the recent successful acquisition of Newton Private Clients I have moved into business development. My prime responsibilities are to work closely with Professional Connections and IFA's to identify business opportunities for SLW to manage assets. I work with 6 Portfolio Managers covering charities, Corporate entities and private client portfolios. I have been asked to develop the business in Scotland at a very ambitious rate whilst coaching and developing my new colleagues who have recently joined following the acquisition. As a Portfolio Manager I am responsible for securing and managing Private Client, Pension scheme, Charities and Trust investment mandates. From June 2011 I have developed a book of £56m AUM. I am well connected in the IFA channel and have many regular introducers of business. I have also successfully sat and passed all three elements of the CISI Investment Advice Diploma.



Standard Life Client Management Limited

• United Kingdom
• Insurance

• Private Client Manager

  • Feb 2008 - Jun 2011

  Top Producing PCM for 2011 with over £1.2m ape secured on the backdrop of a £500,000 ape target Secured position on 2011 incentive trip to Istanbul Turned Northern Ireland into a profitable business area from making a loss and removing permanent 2 full time consultants from this territory Top earning PCM in the UK £23m funds under management from a standing start in Feb 2008 Successful and experienced multi asset portfolio manager One of only 4 Advisers to write in excess of… Show more Top Producing PCM for 2011 with over £1.2m ape secured on the backdrop of a £500,000 ape target Secured position on 2011 incentive trip to Istanbul Turned Northern Ireland into a profitable business area from making a loss and removing permanent 2 full time consultants from this territory Top earning PCM in the UK £23m funds under management from a standing start in Feb 2008 Successful and experienced multi asset portfolio manager One of only 4 Advisers to write in excess of £1m ape in 2008 Exceeded my personal target for 2008, with having started to write business in April following an initial training period Achieved competent adviser status after 6 months in operation Won a place on the annual incentive trip to Antigua in 2009 for being best new start Successfully attained my income drawdown licence Instrumental in identifying business opportunities across the different distribution channels in Standard Life Client Management Limited Only Consultant to be awarded a performance bonus for 2008 in the region Successfully set up Edinburgh Investment Club and run regular lunch time meetings Show less



Standard Life

• Private Client Manager

  • 1992 - 2010

  Financial Planning to high net worth clients

• Business Development Manager

  • Feb 2005 - Jun 2006

  Standard Life Successfully managed a team of 5 national sales consultants each with a significant individual notional target Increased productivity from circa £750,000 to £2,500.000 per head over a 12 month period Active in securing new, large corporate opportunities for Standard Life, for example Dundas; Worked with the team to develop individual challenging targets, coaching team members to develop their skill sets and exceed expectations Worked cross functionally to build up business… Show more Successfully managed a team of 5 national sales consultants each with a significant individual notional target Increased productivity from circa £750,000 to £2,500.000 per head over a 12 month period Active in securing new, large corporate opportunities for Standard Life, for example Dundas; Worked with the team to develop individual challenging targets, coaching team members to develop their skill sets and exceed expectations Worked cross functionally to build up business relationships resulting in new business enquiries and raising awareness of the teams function Monitored teams performance against stretching financial targets, reviewing an revising plans as required

• Corporate Pension Account Consultant

  • Jul 2002 - Feb 2005

  Successfully secured a position on the overseas incentive trip after a significant contribution to the team and exceeding target Designed and implemented robust business securing processes that increased team profitability I secured £232,000 ape of AVC and concurrent stakeholder business in first full year of operation, as well as generating successful leads for the Wealth Management Division Attained competent adviser status Built up a significant client base very quickly

• Project Manager

  • Mar 2002 - Jul 2002

  Redeveloped Corporate Sales Process to encourage product/market diversity Designed and commissioned the development of point of sale software Successfully negotiated and secured two secondments from the field to support development work Effectively managed the project plan, resource and budget to successfully deliver the project on time Developed the concept of seminar selling for the Wealth Management Distribution arm



Friends Provident Life and Pensions Limited

• Financial Services
• 1 - 100 Employee

• Senior Corporate IFA Consultant

  • Oct 2007 - Feb 2008

  Edinburgh Managed a high profile panel of IFA's with the responsibility of developing corporate business opportunities Successfully exceeded a challenging target that accounted for 20% of the total office target Developed and implemented a successful contact strategy to ensure that my designated IFA Firms see Friends Provident as their provider of choice



Standard Life Assurance Company

• United Kingdom
• Insurance

• Senior IFA Consultant

  • Jul 2006 - Oct 2007

  Managed an Edinburgh city centre panel of IFA accounts with various background and business focus After three months in the position I was the top producing Consultant in the office Successfully wrote pro-rata target for 2006 Through robust account management principles I built up very strong relationships with key IFA firms with varying business focus Annual target for 2007 of £4.5m ape was written by Sept leaving three months to generate further business opportunities I was… Show more Managed an Edinburgh city centre panel of IFA accounts with various background and business focus After three months in the position I was the top producing Consultant in the office Successfully wrote pro-rata target for 2006 Through robust account management principles I built up very strong relationships with key IFA firms with varying business focus Annual target for 2007 of £4.5m ape was written by Sept leaving three months to generate further business opportunities I was consistently top producing consultant in the region as well as being in the top five nationally Show less

• Business Analyst

  • Apr 1997 - Mar 2000

  Developed pension products and sales marketing literature for Direct Customer division Represented the area of a lot of high profile cross divisional projects Promoted to Senior Business Analyst following consistently good performance

• Sales Quality Controller

  • Mar 1996 - Apr 1997

  Successfully managed the business risk for allotted business centres Built up a thorough understanding compliance and risk management and regulated sales processes Coached colleagues to adapt a more positive mindset when conducting business monitoring Challenged the need for documentation guidelines and successfully removed them from the operation Managed high profile relationships with business centres, regional and members of the executive



Accelerated Management Development

• Standard Life

  • Mar 1994 - Mar 1996

  Successfully promoted onto a rapid development programme which consisted of a series of placements over a two year period

• Customer Service Representative

  • Mar 1992 - Mar 1994

  Built up an understanding of the Life Assurance industry and the different distribution channels Led a small team to investigate and reduce unallocated monies held in suspense accounts



Trustee Savings Bank plc

• to Dealer Support Analyst

  • Oct 1989 - Mar 1992

  Operated as a customer facing Teller responsible for generating leads and referrals for branch adviser