Download PDF


Marketing and financial services professional, with a successful track record over 20 years in several world class financial services organisations, spanning functions from sales and product development to marketing and corporate communications. A proven strategic thinker with Board experience in an FSA regulated business.


Communications and promotion, including PR

Analysis and planning

Ideas and new proposition development

Relationship management

Negotiation with 3rd party suppliers

Work experience


Marketing Consultant


Developing and delivering holistic marketing services working at times independently and at times with complementary agencies, including Brand/Creative and PR. Projects include product and promotions development for a new niche Fund Management Company and strategic review, product research and development leading to an integrated communications campaign for a major Pensions provider.


Marketing Director

Alexander Forbes

Responsible for all aspects of marketing for the various UK businesses. Set the strategic marketing plans, including PR.Managed the outbound Telemarketing team making appointments with prospective corporate clients. Created and managed the Marketing Services team - branding, internal and external communications, events, literature, web sites. Chaired the Development Group (forum for ideas and new product development).Managed surveys and award entries, winning Pensions Adviser of the Year, Corporate Adviser, 2008, and first IFA to gain an Investor in Customers award.Contributed at all levels as a Board Director.


Head of Marketing

The Annuity Bureau

Responsible for marketing and business devlopment. Wrote and produced literature and web sites. Won several professional introducer tenders, including Saga and Legal & General. Managed commercial arrangements with News International for deals covering promotion in The Times and Sunday Times.Contributed to all PR, authoring many articles and press releases which contributed significantly to client acquisition.


Product Development Manager

National Mutual Life Assurance

Created the Product Development team and responsible for all promotion.Developed and launched Executive Drawdown and Self Invested Personal Pension products.Managed commercial policy alongside Actuarial.Contributed to the Corporate ID change.


Various, Admin, Sales and Marketing roles

Equity & Law Life Assurance

Worked independently and at times with up to 19 staff. Broker Consultant covering Pensions, Investments, Protection and Mortgage business via IFAs.Pensions Marketer with product and technical responsibilities covering IFA and Tied agency distribution.




Advanced Financial Planning Certificate

Chartered Insurance Institute

Professional Post Graduate Diploma in Marketing

Chartered Institute of Marketing