• Diploma qualified Financial Advisor with 5 years experience with prior background in PR, Marketing and Business Strategy
  • Strong relationship management and communication skills
  • Experienced in dealing with high net worth individuals and technical cases

Work experience

Work experience
Sep 2010 - Present

Senior Financial Planning Manager


  • Responsible for financial planning in central London branches
  • Developed team of introducers to identify and provide quality financial planning leads
  • Took responsibility for technical education and 3x weekly skills training of introducer team
  • Developed close and effective relationships with premier managers, business team,  branch manager and counselling team
  • Relationship building with selected clients: meeting in social settings, offering guidance  outside of work hours on work benefits etc.
Apr 2007 - Sep 2010

Associate Partner

St. James's Place Wealth Management
  • Graduated from first St. James’s Place Academy to successfully establish my own business within SJP
  • Year on year growth despite standing start in financial crisis and worst recession in modern history
  • Worked with high net-worth individuals and small businesses to provide solutions to their planning requirements
  • Developed network of independent introducers and worked on independent intermediary projects
  • Project with ORCA Capital introducing and managing 2 multi-million pound mezzanine finance deals
May 2005 - Aug 2005

PR & Marketing Consultant

DIY Travel Ltd
  • Launch project, I conceived and carried out PR launch, designed and put in place ongoing PR plan
  • Role involved advising on company's strategic direction, copywriting, media relations & merchandising
Jan 2004 - Dec 2004

PR & Marketing Manager

First Public Relations Ltd

  • Managed client teams, securing on their behalf and supervising programmes of print and broadcast interviews in order to gain exposure in UK media
  • Redesigned First PR website, writing all copy, sourcing images, conceptualising and creating media & marketing montages and directing web agency
  • Conceptualised, developed and project managed media trips:created and pitched story concepts, secured journalists, negotiated with tourist boards, tour operators and airlines to secure funding, coordinated itinerary with tourist board ground handlers
  • Worked on new business projects pitching to Tourist Boards
Feb 2003 - Nov 2003

Co-Founder & Media Consultant

Sonus Public Relations
  • Responsible for all media relations across all clients
  • Co-developed website and other corporate literature, responsible for all copywriting
  • Researched and identified emergent trends, successfully exploiting them to create pro-active media campaigns which placed clients at their centre.
  • Identified target client base, pitched for and won new business: included cold calling, developing pitches, creating and delivering power point presentations
  • Ghost wrote director level opinion pieces in business publications for clients on then key issues such as spam and Wi-Fi
Sep 2001 - Oct 2002

PR Account Executive

HDM Communications
  • Ran Destination Quebec account for 3 months to the satisfaction of the client after resignation of my director and resolved a problematic client relationship.Included media relations, tour operator liaison, tourist board liaison, client handling, and copywriting
  • Launched new cinema with premiere of 'Birthday Girl' implementing print and broadcast media campaign for Warner Village Cinemas
  • Re-launched Cinemaniacs, the kids club from Warner Village Cinemas, with print PR campaign and children’s event securing national, regional and tween coverage: involved media relations and ghost writing for teen publications
  • Secured extensive press coverage for ‘Whose London?’ an LWT CSR initiative and 3-part TV series, implementing print and radio PR campaign,
Mar 2001 - Jul 2001

Account Executive

Harvard Centro Public Relations
  • Launched the world's first mobile phone operated ATM for NCR, establishing 2 days of media interviews resulting in blanket national, broadcast and trade coverage
Aug 2000 - Jan 2001

Account Executive

Accountability PR
  • Secured radio and print interviews for Geoffrey Howe and Malcolm Rifkind about the Euro to successfully promote the English Speaking Union


2011 - 2012


Chartered Institute of Insurance

RO1, RO2, RO4, RO6 all passed first time

2007 - 2007

Cert CII

Chartered Institute of Insurance

CF1, CF2, CF3, CF4, CF5, CF6 all passed first time

Oct 2005 - Sep 2006


Imperial College London
Oct 1995 - Jun 1998

BA (Hons) 2:1

University of Leeds
Sep 1990 - Jul 1995

Tonbridge School

A levels:  A - English, A - Economic & Political Studies & C - History