He has been in the financial services sector since 1988 and over the last 20 years has been with a well-known Bank and a large IFA. He has had various roles working with Compliance, Training & Competence and Ops, ending as Managing Director of the IFA.
His role involves supporting a range of projects to support the continued growth of the business and add shareholder value. He enjoys working with, and hopefully supporting and developing, a wide range of people so that the team goes from strength to strength and achieves the aims of the business. Good people well trained to operate good processes is a recipe for success.
His next challenge is writing an assignment to achieve Fellowship of the Chartered Management Institute.
