Background

I began my career in Financial Services in 1976 as an agent for Pearl where I then progressed to a Senior Financial Advisor. I stayed at Pearl for 21 years until November 1997. After leaving Pearl, I joined Royal Sun Alliance as a tied agent which was on a self employed basis. It was 2000, that I then obtained Independent Financial Adviser status with Countrywide Advisers. My role involved the undertaking of many duties, including, advisory, compliance and administration duties. I left Countrywide after two years to start my own business as an IFA and continued doing this until 2010 when I joined Concept. What I like about Concept is the forward thinking ethos of the company. I really like the way that Concept Financial Planning has developed their proposition which revolves around the client and I can really see that the client is at the heart of everything they do.

Approach

As a Client Relationship Manager, I deal with our existing clients on a non advisory basis as well as developing new relationships with potential clients and professional connections. I assist the financial planners as well as the other members of the team to ensure that our service standards are maintained in line with the ISO 22222 certification, from the point of total customer experience and satisfaction. With my many years experience, I consider I am now well placed to achieve this for Concept Financial Planning.

My hobbies include reading, music and photography. I have combined two of my hobbies where, one of my pictures takes pride of place on the front cover of the book – ‘The History of Horse Training at Epsom’.