During my nearly forty years in financial services, I have fulfilled a variety of roles including adviser, training and competence manager, and regional manager, across different financial sectors. Such experience has fuelled my belief in the value of good quality independent financial advice.
The latter part of my career has seen me provide specialist compliance support to different types of financial services firms to help them operate in line with the regulator’s rules and expectations. The work also involved occasional remedial action projects in tandem with the Financial Conduct Authority. Originally, I provided such support as an employee of a national compliance support firm, but since last year I have operated as a self-employed consultant as part of my phased retirement plan. This has given me the freedom to choose the projects I take on and I only work with firms who I believe have their clients’ best interests at heart. In other words, I’m keen to help the ‘good guys’ do better.
Outside of work I enjoy sport, films and music. My wife finally convinced me to join her gym and, much to my surprise, I’ve become a bit of a fitness enthusiast – long may it continue.
