London, England, United Kingdom
I have been Chairman or CEO of a number of businesses and have over 25 years’ experience in wealth management. My primary role is to create and determine the strategic vision for a business, develop effective marketing and sales strategies and then work with the management team to deliver a successful operating performance. I have extensive contacts worldwide within the financial services and capital markets. I am a Founder and CEO of Liquidity4Life, whose purpose is to disrupt the debt-based equity release market with an investment based solution - Home Drawdown- that will revolutionise both UK financial planning and the retirement plans for those who are asset rich and income poor. Wealth Holdings is a specialist advisory and consultancy firm focusing on mergers and acquisitions, succession planning and post deal integration within the Wealth Management, Financial Services and Fintech Markets. This gives us complete access to the UK advisory market which is the primary distribution route for Liquidity4Life and Home Drawdown. A passion project of mine is MindSavvy, where we deliver practical solutions to manage daily lifestyle challenges. Our digital platform provides a course on building mental strength, toughness, and resilience. Using proven techniques from elite sports and business, we offer validated and efficient mental strengthening solutions.
Unlocking the value in residential property, the UK’s largest asset class. Liquidity4Life® is a innovative software platform which allows customers to switch the value in their property from bricks and mortar to a property based investment portfolio they can drawdown to fund their lifestyle, while still retaining control over their property and living in it. Home Drawdown® is the first solution in a long line that Liquidity4Life® will bring to the UK market. Liquidity4Life and its Home Drawdown products will revolutionise financial planning and the retirement income available to the asset rich and income poor. www.liquidity4life.co.uk
An M&A team, well-resourced and with unique expertise. Wealth Holdings brings a seasoned and bespoke approach delivering on mergers and acquisitions in the IFA, Wealth Management and Fintech markets. Our partnership with IFA Magazine concluded in 2023 creates not just a leading M&A business but one which has the unique capacity to communicate with both sellers and buyers on an unprecedented level. The team of experienced financial journalists and marketeers are able to make sure all stakeholders in the M&A chain are fully up to date with the latest opportunities, regulation and the best available options for their clients, staff and their businesses. Wealth Holdings has been involved in numerous financial services businesses over the years ranging from mergers and acquisitions; building IFA businesses from start-up through to sale; developing nationwide consolidation models through to building wrap platforms and developing a range of new products. We believe we are uniquely positioned to assist the biggest Consolidators on a major acquisition push as well as provide a very personal service to the niche specialist advisory firm looking to commence their succession and exit planning.
The Sentinel partnership is a unique proposition which brings together industry leading financial technology, marketing solutions and consultancy expertise to deliver a revolutionary new online servicing capability. We work in true partnership with a growing portfolio of clients which includes asset managers, platforms, affinity groups, but primarily with advice and financial planning firms who are seeking to protect, grow and transform their business through the advancement of digital technology and new servicing channels. Our partners use Sentinel’s core engine and component parts to drive cost efficiency and operational effectiveness into advice and service delivery particularly for the mass-market client. At the heart of our proposition is a solution that has been developed to meet the evolving needs of the end consumer in a rapidly changing regulatory and low cost online environment. The RDR has unexpectedly created the often talked about ‘advice gap’ for many mass affluent clients. We have set out to create a service for use by advisory firms to provide an efficient and profitable online advice and servicing capability for those disaffected clients, enabling them to reengage effectively in the mass affluent segment in tandem with their core HNW client proposition. Sentinel’s primary focus is to help advisory firms enhance their business models particularly with the approaching sunset clause in 2016, powering delivery and advice processes across wider segments of their historic client base.
I was initially a Non Executive Director and then Chairman of Legacy Asset Systems, a company specialising within the Financial Services Industry in the large-scale migration of assets from typically old style products/pricing structures to new investment solutions hosted on wrap platforms. The focus was on servicing platforms, Advisers, Fund Management Houses etc.
I left Succession Advisory Services in 2012 where I was one of four Founder shareholders, originally Investment Director and latterly Chief Operating Officer. During this time I led the due diligence team on our platform partner; constructed an Investment Matrix of leading Fund Management houses; supervised the build of an online Training Academy and worked on the strategic direction of the business. This company was succesfully sold to Aviva for £365 million.