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Work Background
Merry Maids of Wakefield, South Leeds, York & HarrogateOwner Manager
Jun. 2018Own and manage a multi-location domestic cleaning services franchise in West & North Yorkshire.
Responsible for sales, operations, staff, marketing, and customer service.
1825 Financial PlanningSenior Consultant
Jun. 2018 - Jan. 2020United Kingdom, Leeds • Provided advice across investments, pensions, IHT & protection
• Managed complaint resolutions and business development initiatives
• Collaborated across Private Client and Corporate Risk teams
St James's Place Wealth managementAssociate Partner & Owner Operator
Mar. 2013 - May. 2018United Kingdom Ran own financial advice business: sales, marketing, client service
• Generated new business through seminars, networking, introducers
• Advised on pensions, tax planning, trusts, and investment strategy
Gallagher Benefits ConsultingSenior Consultant
May. 2011 - Feb. 2013 • Maintained high-value client relationships, providing strategic and operational financial advice to corporate and private clients.
• Collaborated with General Insurance Account Managers to cross-sell services and generate warm leads.
• Delivered presentations to board-level stakeholders, closing new business and developing long-term partnerships.
• Played a key role in internal process development, helping refine governance frameworks and RDR propositions.
• Mentored paraplanners and junior staff in pension advice, asset allocation strategies, and technical report writing.
• Acted as a senior technical resource in complex planning cases.
HSBC Actuaries and ConsultantsBranch Manager / Senior Consultant
Mar. 2010 - May. 2010United KingdomDelivered independent, whole-of-market advice on pensions (including drawdown and transfers), investments, and protection products.
• Progressed from Consultant to Regional Manager, responsible for overseeing a team across the North East with accountability for business planning, sales performance, compliance, and client retention.
• Achieved top-10 national ranking in income generation (fee and commission) multiple years.
• Built and managed key relationships across SME to FTSE 100 clients; delivered bespoke financial planning seminars across the UK.
• Participated in internal strategic review panels and the Investment Oversight Committee.
• Mentored new advisers and supported continuous professional development within the team.
HSBC Bank plcVarious - Clerk / Cashier / Counsellor / Financial Planning Officer (Mortgages) / Financial Planning Manager)
Feb. 1994 - Feb. 2000United Kingdom, LondonVarious back office & client facing roles across the Branch network in and around London prior to relocation to Yorkshire.
Northern Ireland Civil ServiceAdmin Assistant
Oct. 1989 - Jan. 1994United Kingdom, Londonderry County BoroughAdministrative function with the Finance Team checking Post Masters accounts - error checking, reporting
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