WPS ADVISORY LIMITED - Key Persons
I am passionate about creating an environment where people can access high quality advice, enabling them to make an informed choice. This culture drives what we do and is the reason why I enjoy my job so much.
I have been helping clients fulfil their retirement plans and goals for over 20 years. I am extremely passionate about the quality of advice we deliver. I want our clients to feel empowered to make informed decisions so they can achieve what they want for their family's future. Our clients are at the very core of everything we do.
I live in the North West and love nothing better than training and taking long walks with my dogs.
I have over 20 years' experience in business development, relationship management, take to market strategies and supervision.
I have supervisory responsibility for our advisers and manage their capability development.
I live in Wimbledon with my partner, our daughter and our Border Terrier.
Job Titles:
- Head of Standards and Technical
I joined WPSA in May 2015 and was instrumental in setting our advice processes. Now, I'm responsible for our adviser training, including the technical understanding of schemes. In my 30 years in financial services I've specialised in pensions, with roles covering advising, training and technical.
Away from work, I try to average at least 100 miles a week on my bicycle.
Since qualifying as a chartered accountant with KPMG, I've run the finance function for a variety of SMEs. During that time, I was involved in some really interesting projects with mergers, acquisitions and stock market flotations.
I'm married with three grown up children. And, whilst I've been lucky enough to travel overseas with my work, I'm always on the lookout for new places to visit.
People always refer to me as passionate. Well, they are right. My firm will make a difference to how people are treated when they need help making decisions about their lives. This passion makes sure that everyone in this business is here to help every person we meet achieve the things they want. This passion makes sure we give advice that always reflects your needs and wants rather than advice focused on selling products.
I could say lots more things about myself (and often do), but in life there are not many opportunities to make a difference. WPS Advisory is our chance. I promise we will not waste it.
Job Titles:
- Head of Risk, Governance and Compliance
My team and I make sure we keep our promises to our clients and the regulator. After many years in pensions helping well known firms to develop their services (I'm older than I look), I joined WPS Advisory in 2017.
Before my life in financial services, I was a probation officer working with offenders in the community and prisons. In my spare time, I'm an avid sailor and open water swimmer.