Business Development Director
I am the Business Development Director for the professional and strategic partnerships channel with over 25 years’ of experience. I work exclusively with our professional partners to help our mutual clients audit, prioritise, and consolidate their financial affairs whilst seeking to outpace inflation and mitigate tax.
I work closely with my wealth planner and investment management colleagues to develop mutually beneficial relationships with other professionals, including solicitors and accountants. Together we can help private clients plan for, and safeguard their financial futures.
I began my career with CitiGroup and Commonwealth Bank in Sydney, Australia where, with Commonwealth Securities, I trained and qualified as a stockbroker. I then joined Investec Asset Management as Sales Manager and before joining CGWM I was head of investment sales at Canada Life, working with both Canada Life Investments and the traditional Life Company to provide investment orientated solutions to financial intermediaries and their clients.
A bit about me:
Outside of work, my focus is on my young family and endeavouring to keep both body and mind fit and healthy.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
It is working collaboratively to ensure we not only do the basics very well indeed and offer an exceptional level of service, but always go the extra mile to ensure we provide the best solutions.