Experience

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  Life Planning Associates and Hlp4u

  • Partner

    • Mar 2006 - Present

    Consulting across the holistic spectrum with emphasis on financial education and life course counselling supporting cotporations and individuals to fulfil their aspirations.This involves the design and delivery of interactive events as well as 1:1 counselling.

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  Life Planning Association

  • Oakham

  • Founding Director

    • Dec 2013 - Jan 2016
    • Oakham

    A professional membership body for organisations and individuals engaged in life course planning - financial awareness, mid-life and pre-retirement - and life course management.Founding Director and resigned due to proposed change of direction from a professional membership body.

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  Life Academy

  • Professional Institute Board

    • 2005 - 2013

    Contributing to setting of CPD standards, preparation of CPD material and events.

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  NAPF South London

  • Committee Member

    • 2000 - 2013

    Previous Chairman and Committee Member involved in organisation of events

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  Prudential Assurance

  • Retirement Counselling Manager

    • Feb 1997 - Feb 2006

    Managed the pre-retirement and mid-life counselling service delivering quality services on either a bespoke basis to organisations or on an 'open basis' enabling individuals from many organisations to attend.

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  Noble Lowndes & Partners later Sedgwick Nob...

  • Director

    • Aug 1970 - Jan 1997

    After a period in administration progressed to become an Account Manager and then Director of Lowndes Associated Pensions Limited and then Noble Lowndes.Responsible for total service delivery to corporate pension clients.Later in my career I was responsible for quality delivery by the southern co...