Financial Services

My career in Financial Services

I started work straight from school in 1980 in the Royal Bank of Scotland Drummonds branch in Trafalgar Square in London. I was transferred to branches in Regent Street and then Burlington Gardens in the West End. In 1983, I helped open a new branch in Southampton and then moved across to Brighton and Hove in 1991. I left the bank in 1993.

I then went into direct insurance sales with Pearl for a short time and then moved into mortgage advice in estate agents.

I passed the Financial Planning Certifcate in 1996 and joined the IFA world with Simpsons of Brighton in 1997. Moved to Blacktower Financial Management in 1999. I set up my own IFA practice in 2000 and remained in advice until 2010.

Over 40 years of experience, CII Diploma qualified, freelance compliance consultant

I then moved into compliance with Managing Partners in 2010 and then freelance from May 2011. I am still in the compliance area with firms that I have been working with for some years.

Since being an IFA and then moving into compliance, I have written many articles that have been published in the trade press. I have written for most of the publications from time to time. Most recently, I have written regular articles for T-C News (no connection!) and IFA Magazine.

In the last couple of years, I have written a series of detailed reports on various subjects published and distributed by IFA Magazine. This website contains most of the articles that I have written as archive items.