Experience & expertise
Our senior team have extensive experience in the financial services and technology sectors. They bring a deep understanding of investor and financial advisers’ needs and work tirelessly to satisfy them.
With an established career in financial services, I have extensive senior management experience across several global markets. I have proven expertise in successfully establishing and growing pension businesses in the UK and the Middle East. With in-depth knowledge of the global adviser markets and a thorough understanding of the pensions industry and regulatory framework, I have a keen interest in creating innovative retirement solutions that support an adviser’s business and exceed investors requirements. I am also passionate about education on pension solutions.
With 10 years of experience in the Financial Services industry, I pride myself in translating the industry in ways that are easier to understand and far more approachable.
In today's world, the key to a great business is excellent service and creating efficiency within your own practice. Being accountable and proud of your work will reflect in the way you hold yourself. Furthermore, it will show in the ways you present yourself or your service.