Experience

• 

  Allied dundar

  Jan 1991 - Jan 1995

  Branch manager

  Recruitment and development of the advisers

• 

  Lincoln financial group

  Feb 1997 - Jan 2001

  Divisional director

  Joined as a Regional Director based in Warrington I recruited a team of advisers from GAN and opened an office in Chester and Liverpool. After a number of successful years I was promoted to Divisional Director looking after 5 Regions and 350 advisers.

• 

  Inter alliance group

  Feb 2002 - Nov 2005

  Area director

  Joined Inter Alliance after they acquired Lincoln Financial Group to develop the 2 Manchester office's for the group. I decided to leave when Millfield acquired them.

• 

  The clarkson hill group plc

  Dec 2005 - Dec 2010

  Regional director

  Successfully recruited IFA's and IFA Firms to build a new Region for the Company who had not had any distribution in the area previously. With some 30 advisers and a steadily growing turnover out of the blue "The Clarkson Hill Group" had their permissions removed and could no longer trade.

• 

  Self employed

  Jan 2011 - May 2012

  Recruitment consultant

  Recruited IFA's and Firms to join both National and Network propositions.

• 

  Platform people

  Jul 2012 - Oct 2014

  Head of due diligence

  Due DiligencePlatform People offer a range of Due Diligence services to support your platform strategy including:• Independent platform selection based on your business requirements• Review of your client proposition• Review of your investment proposition• Comprehensive documentation of your platform selection• DFM due diligence• Training of your staff following a due diligence review

• 

  Due diligence solutions.

  Oct 2014 - now

  Director

  Independent Consultant specialising in Platform/DFM Due Diligence for Advisers and Firms across the financial services market. Expertise in Platforms, DFM´s and technology providers. Range of experience covering over 100 businesses which include National firms, Networks, Sole-Traders, Regional firms and Banks.