My most recent roles before joining Personal Touch include being a regional manager (Midlands – South West) with Zurich Advice Network. I had overall leadership of financial advisers, spread across eight strategically located offices in the region.
After this I became managing director / head of financial services for Nationwide Independent Financial Services Ltd. My main responsibility was overall leadership of Independent Financial Adviser (IFA) business for Nationwide Building Society regional brands.
If a principal or adviser has aspirations to grow and develop their business, then Personal Touch is the right place for them. We share our experiences and best practices, we’re open to change and taking advantage of technical / digital advancements and we align our resources accordingly to support members in achieving their aspirations.
When talking about growth and development, it’s not just about financial wealth. It’s about personal development, a successful work-life balance which is sustainable longer term.
Key Business Values
For me, integrity encompasses a broad spectrum of important attributes, such as honesty and trust, fundamental principles which a business shouldn’t operate without.
Respect for others has always been a core ethic and an important part of culture for me – and it always will be. It’s all about doing the right thing for people. After all, people don’t do business with companies; they do business with people.