WEALTH - Key Persons
Job Titles:
- Marketing and Communications Director We Understand the Adviser and Wealth Management Industries at a Detailed and Coalface Level Having Built, Grown, and Exited Successful Businesses.
Executive Chairman Andrew has over 28 years' experience at board level as a Chairman/Chief Executive having ran several businesses particularly in the asset/wealth management worlds; many from start-up.
Andrew was the Founder and CEO at Fraser Smith, one of the UK's leading and most progressive Wealth Management firms. He brought in Rupert Hambro as a shareholder and Michael Hepher (previously Group MD of BT) as Chairman of the renamed business HambroFraserSmith. The business was later sold to a listed company.
More recently he was one of the Founders and Chief Operating Officer at Succession Advisory Services, a nationwide IFA consolidator. This involved significant private equity funding and the business is likely to conclude an IPO in 2021/2022.
Andrew has raised money to fund business growth/buy-outs some involving very innovative and unique funding structures.
Andrew has worked across a number of industries - from running a joint venture with American Express Global Financial Services to build a UK wide financial planning and investment business; Goldman Sachs taking their institutional fund management services into the IFA and retail space; the Gibraltar Government to build a media and entertainment business; and most recently a disruptive Fintech business delivering digital product solutions via IFAs to the end consumer.
Andrew loves to drive business growth and brings access to a global network of contacts/expertise.
Job Titles:
- Head of Integration Debbie Has Spent Her Entire Career in Retail Financial Services With the Last 10 Years at Senior Management and Board Level.
Debbie's experiences from running large operational teams over multiple locations have made her passionate about delivering excellent customer service, whilst focusing on delivering efficiencies to the business and added shareholder value. As Group Integration Director at a national IFA, Debbie was responsible for overseeing the successful integration of over 50 firms, maintaining attention to detail and enthusiasm for bringing all parties on the journey.
She has been responsible for leading organisation-wide change programmes to deliver financial benefit through IT development and method improvement. Having spent the last 15 years working with consolidators in the financial services industry, Debbie is well placed to support IFAs through this process whilst maintaining client focus and business continuity throughout.
Head of Integration Debbie has spent her entire career in retail financial services with the last 10 years at senior management and board level.
Kayleigh has over 10 years experience in financial services having worked in the UK and abroad. With a combination of excellent communication skills, organisation and a background that covers administration, compliance and as a mortgage broker she is well placed to support firms through the sale of their business. A fearlessly self-motivated, reliable, and confident person who thrives under pressure with excellent communication skills. A service and results orientated individual with clarity of thinking and articulation, possessing an excellent team work ethic. Productive and customer focused, utilising technical skills which culminate in excellent results and target achievement . Kayleigh will be liaising with all our partners at Clifton Media and IFA magazine as well as clients to help them on the next steps in the career.
Job Titles:
- CEO
- CEO Keith Is a Performance - Driven Individual and Likes to Drive Change, Working Collaboratively As Part of a Team.
He is an experienced financial services professional having worked in the sector for over 28 years as a Planner, Business Owner, Managing Director. Keith has held senior management and board positions including Group Training Director, National Operations Director and Head of Business Development for one of the fasted growing independent wealth management companies in the UK.
He has worked as part of a team to complete over 50 acquisition and integration projects, and has had strategic responsibility for planning and implementation of integration activity and processes.
Keith has displayed a track record of building and leading teams to achieve agreed targets and budgets.
He works with internal and external partners to achieve agreed success through a collaborative approach and pragmatic problem solving, building strong, professional relationships to deliver change management programs and manage complex relationships.
Job Titles:
- Digital & Product Specialist As a Technical Product Specialist, Nick Has a Good Understanding of the Needs of the Adviser and Retail Markets.
Nick started his financial services career as an IFA in London, before starting and developing one of the first advice divisions for lawyers seen in the UK with a leading firm of regional solicitors. He then went on to set up his own business in Luxembourg in conjunction with Banque International à Luxembourg where he designed investment products for wealth managers and wealthy families.
This business was sold to Millfield Group Plc, for which he went on to build an international advice franchise across South America, Europe and the Middle East; to work with leading investment banks Goldman Sachs and J P Morgan to build a structured investment business; to work with a leading hedge fund manager to develop and launch the first multi-asset OEIC in the UK; to work on the development of one of the first wraps in the UK and the company's programme of acquisition of firms of financial advisers.
Subsequently Nick established his own consultancy to lead the co-development of a structured investment programme for Balfour Beatty and Macquarie Bank to provide solar powered electricity for social tenants of Local Authorities across the UK.
More recently Nick has been leading projects for two FinTech businesses, one which is designing software to power a new suite of investment-based retail products to disrupt the equity release market and another developing a regulated, digital financial advice service for use by financial advisers for the majority of their customers.
Paul Wilson - Chief Commercial Officer