Curriculum Vitae

1969 - 1976   Eagle Star Group - A variety of roles including life assurance sales to individuals and through brokers

1976 - 1978   Harrow College of Higher Education - Lecturer, responsible for establishing and developing the Insurance Department

1978 - 1981   Co-operative Bank Insurance Services Ltd - Director, responsible for developing insurance and investment sales through the Bank's branch network

1981 - 1987   IPAM Investments Ltd - Managing Director, establishing and developing a small investment management and advisory business*

1987 - 1990   CGA Financial & Investment Services Ltd - Deputy Managing Director, repsonsible for compliance throughout the UK group of companies

1987 - 2006   Compliance Consultants Ltd - Chairman, establishing and developing the first UK financial services compliance consultancy*

1990 - 2000   Financial Services Training Ltd - Chairman, establishing and developing a training business for compliance staff

1990 - 2005   Financial & Investment Advisory Services Ltd - Chairman, establishing and developing an IFA business*

2006 -           Expert Witness and Mediation Services (previously as part of Compliance Consultants Ltd)

 

* Businesses and/or client banks sold in 1987, 2006 and 2005 respectively

 

   
   
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