My role
I am a manager within Lovewell Blake Financial Planning and I am responsible for our teams of Consultant's and Para planners. My role encompasses various different aspects of the business as well as the general management of those teams, it also includes client engagement, compliance, training and development, business development and relationships with external providers.
About me
I hold the Financial Services level 4 Diploma as well as a further Diploma in business studies. I have worked in the industry for over 30 years', the majority of my time spent in a management position, both in Banc assurance and IFA roles. I am married with two grown up daughters and I am a Grandad. I enjoy gardening, DIY and love watching movies.
My sectors and specialisms
- Client engagement
- Compliance
Speak to me about
- Training and development
- Business development