Experience and Specialisms
I’ve worked in the personal financial services industry for the last 32 years.
My career path has given me experience of all aspects of retail financial services. For 10 years I was a building society manager, selling products across the board. This included mortgages, savings, endowments, pensions, investments, life insurance and buildings and contents. After this I moved to head office to work in a second line of defence compliance role for the above areas. For the last 20 years I’ve worked in regulatory risk and compliance.
I joined Personal Touch on a permanent basis at the beginning of November 2016. My previous employment includes Lloyds Banking Group and Nationwide Building Society. I also had a successful secondment to the Department for Communities and Local Government, where I acted as an ‘expert secondee’ advising government on home finance as part of HM Government’s preventing homelessness initiatives at the time of the 2008 global financial crisis.
The journey that Personal Touch has been on since that global financial crisis is impressive. The network is in great shape from a regulatory stand point and the clarity of the proposition as a customer-focused, quality organisation. Any member that joins us will be part of this.