Experienced professional with a background in Banking & Financial Services. I have worked in relationship management and leadership roles and have always believed in putting the client at the heart of what you do. My passion is working with people and business owners to understand what they really want and help them achieve their goals and full potential.

Track Record Highlights

  • Leadership roles in Banking and Wealth Management across the South & South West growing market share, AUM and delivering exceptional client experience.
  • Regulated Wealth Adviser providing financial advice to a portfolio of clients to achieve their goals and ambitions.
  • Building mutually beneficially relationships with partners to create additional value to clients.
  • Delivered IT, crises management and organisational restructure change management programmes.

Sector Experience

  • Banking & Financial Services

What's next?

To find out how we can help you scale faster, increase cash, profit and valuation and build the business which enables you to fulfil your life's ambition, please book your 30 minute Discovery Call below...

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