Offering businesses support with sales strategy and focus, delivering improvements to performance through a combination of methods.

Using various techniques to deliver enhanced performance based on the foundation of positive psychology and enhanced sales methodologies.  The primary goals for any business are improved productivity, wellness in the work place and ultimately improvements to the bottom line.

Helping ordinary people to do extraordinary things.

Consultant Sales Director 

more2life

Leading the More2Life sales team to deliver results for the largest lender in the later life lending space. Delivering on commercial targets through leadership and strategy.   

Team leadership and development 
Sales methodology
Account management and consultancy
Strategic planning

Sales Director

Canada Life

Head of sales for Equity Release products at Canada Life (formerly Retirement Advantage), one of the leading product innovators in the Equity Release market.

Delivering high levels of distribution throughout the product range and leading the sales team to deliver huge levels of growth in later life mortgages.

Training team members and financial advisers to deliver better commercial results through marketing, networking and personal development. 

Maintaining and developing relationships with strategic accounts throughout the UK.

Helping to grow the wider market by supporting adviser firms to grow their businesses. 

Ensuring that excellent consumer outcomes are a key focus in my day to day activities.

Head Of Sales - Equity Release

To deliver the highest level of service to my key accounts, working closely with stakeholders to ensure that market share is delivered to LV= Retirement Solutions. Product distribution is a key element of the role whilst also working closely with advisers to support their business growth.

I work hard towards promoting growth in the retirement lending sector as I have in all my roles. At LV= I strive to ensure that core company values are maintained, the culture is vital to the business. We work hard to be Britain's most loved insurer, whilst also maintaining a strong business focus.

Business Development Manager - Strategic Key Accounts

The Right Equity Release Limited

Tasked with overseeing and developing a team of specialist financial advisers across the UK in addition to managing key strategic partner relationships.

Reporting directly to the board my role was to add add value and growth to the business through adviser development and support whilst ensuring that excellent relationships are maintained on a business to business basis with our partners.

National Sales Manager

Just Retirement

I specialised in retirement solutions including Equity Release as well offering help and general advice in other areas of financial planning in retirement. 

Our introducers included SAGA along with many other organisations that work with retired people. I also had many professionals who referred their clients to me should they need specialist financial advice, either just before or during retirement.

In addition to the role described above I worked in a dual capacity within the business. My responsibilities extended to business development on a National basis. I built strong relationships with businesses of various sizes who benefitted from introducing business to Just Retirement Solutions.

Financial Adviser

Equity Release Supermarket

Independent Equity Release Specialist covering the South Coast for one of the leading Equity Release advice companies in the country. 
Working as an adviser but also developing introducer relationships along the South Coast including solicitors, IFA's and accountants.

Independent Financial Adviser

Ideal Financial Solutions

Independent financial adviser in the Poole and Bournemouth area. Specialising is Retirement Solutions but also providing advice on mortgages, protection and investments

Aviva plc

Financial Consultant - Retirement Services
Equity Release
Long Term Care
Investment planning
Inheritance Tax Planning

Senior Financial Consultant

Royal London

Ethical and experienced leader with a wealth of knowledge gained over 25+ years. 

Experienced in sales process, management and delivery using various forms of methodology depending on the client and the circumstances.  

Building and maintaining B2B relationships at key account level, working with strategic partners to ensure high levels of distribution.

Working with some of the largest companies in the industry as well as running and exiting from an IFA business. Experienced in product distribution and compliant delivery of financial services products.

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