Professional Adviser magazine rated me one of the Top 50 Most Influential People in UK financial services on three occasions.
I’ve worked it from A to Z, and since 2004 as a business consultant to advisers in the UK, I’ve helped many of them do it too.
I help Financial Planners take the headache out of running a business, so that they can get back to doing what they love; looking after their clients.
I’m famous for my “Little Black Book” of powerhouse contacts; the industry gems who support you with compliance, marketing, practice management, HR, technology, outsourced paraplanning and administration. Need a connection? Just drop me a line, I’m happy to help.
I’ve spoken at conferences for The Personal Finance Society, the Million Dollar Round Table (MDRT), the Chartered Institute for Securities and Investment (CISI), and the Financial Planning Institute of Southern Africa (FPI).
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