United Kingdom
Helping Advisers and Business Owners Navigate Today's Professional Challenges – Driving Business Growth | Ensuring Safe, Predictable, and Profitable Exits | Developing Structured Succession Plans | De risking & Navigating Regulation | Spending more time with clients | Embracing Technology - Over 30 Years of Delivering Exceptional Results. With over 30 years of experience in recruiting Financial Advisers for organisations of all sizes, I thrive on recruiting and building teams that drive business success. My career highlights include: Financial Adviser Careers: Founded and grew one of the most respected adviser recruitment brands over 18 years, achieving recognition for quality, delivery and reliability. Internal Recruitment: Shifted focus to internal recruitment within financial advice / wealth management organisations, bringing a wealth of knowledge and experience to the field. Senior Leadership Roles: Served as a key recruitment leader for the UK's largest wealth management company before becoming Head of Partnership Recruitment for a national advice network. Strategic Impact: Instrumental in revitalising and expanding recruitment functions, leading to significant business growth and improved team cohesion. Performance Improvement: Analytical and critical thinker, able to identify performance improvements in advisers and coach to success. Advocate for Sustainable Recruitment: I believe in nurturing talent for the long term, focusing on retention to combat the industry-wide shortage of skilled advisers and the need for new talent generation. Cycling Enthusiast: Outside of work, I find balance and inspiration as well as keep fit and healthy by cycling in the UK and beyond. My passion lies in helping financial services organisations recruit, retain, and grow exceptional teams, and my commitment to sustainable recruitment ensures a strong foundation for future success.
Leading the strategic growth of Advice on Wealth through the acquisition and integration of financial advice businesses, with a strong focus on putting people at the heart of every acquisition.
Supporting the growth of the UK's newest, most exciting, and most relevant FS recruitment businesses.
Leading the wealth growth acquisition strategy for Kalon Financial. Helping advice principals exit their businesses in a profitable, safe and client centric way. Supporting the growth of the next generation of wealth advice in a business with a truly client / adviser centric, long term plan.
A career Financial Services recruitment professional, building and leading the Partnership Recruitment and Onboarding teams at The Openwork Partnership, across both mortgage and wealth propositions.