Exeter, United Kingdom
Head of Business Development at AFH Wealth Management
Financial Services
Education
University of Exeter
Postgraduate Diploma in Management and Business Administration, Business Administration and Management, General
Exeter Business School
BTEC Certificate in Management Studies
Exeter College Of Further Education
BTEC HNC Science (medical laboratory), Biochemistry
Heles High School for Boys, Exeter
"O" Levels
Experience
AFH Wealth Management December 2014 - Present
CLEAR Management and Distribution Consultancy LTD May 2012 - Present
Positive Solutions January 2013 - January 2014
SIP Nordic February 2009 - May 2012
Barclays Wealth March 2004 - January 2009
Burns Anderson PLC February 2005 - March 2006
Sesame Services Ltd March 2004 - February 2005
Inter Alliance February 2002 - March 2004
Friends Provident May 1993 - January 2002
Skills
Protection, Human Resources, Leadership, Strategic Financial..., Sales Management, Marketing Strategy, Strategic Planning, Investments, Wealth Management, Pensions, Income Protection, Team Management, Financial Planning, Investment Strategies, Start-ups, Strategic Business..., Financial Advisory, National Account..., Training, Recruiting, Relationship Management, Strategy, Retirement, CRM, Change Management, Inheritance Tax Planning, Investment Management, Coaching, Business Development, Financial Services, Critical Illness, Staff Development, Sales, Asset Management, New Business Development, Structured Products, Retirement Planning, Savings, Wealth, Business Planning, Management