Our award-winning Business Development team* has many decades of experience in the financial sector and works closely with financial advisers to help you grow your businesses.

The team understands the challenges that you face, and its members are adept at identifying solutions that are right for your business. They will work with you to develop mutual business at a face-to-face, local level and ensure you have clear idea of the services we provide. They will provide you with in-depth industry information and technical advice, for example, how to use discretionary investment management within wrappers such as SIPPs, offshore bonds and trustee investments.

Our regional development managers

  • Provide you with information and support on specialist investment solutions, such as group and individual SIPPs, SSASs, individual CGT management and developing trustee investments.
  • Routinely meet third-party industry providers, such as life and pension companies, and can help you develop new provider relationships to benefit your business.
  • Arrange for your business to receive regular market updates, commentary and opinion from our expert industry commentators.
  • Can help you market your business by developing sales aids, brochures and other marketing material.
  • Regularly organise client and professional networking events, providing you with CPD eligible training and opportunities to develop your business and industry connections.

*Our Regional Development team was voted first in 2015 and second in 2016 by adviser firms in polls held by financial sector market research and recruitment specialists BWD.

Helen Morrissey
Business Development Manager
Brian Donald
Regional Development Manager
Robin Gorse
Business Development Manager
Paul Burton
Business Development Manager
Mark Johnson
Regional Development Manager
David Butler
Head of Distribution
Jonathan Buttress
Regional Development Manager
Paul Ruscoe
Regional Development Manager
Tim Smith
Business Development Manager
Allie McMahon
Business Development Manager
Crawford Armstrong
Regional Development Manager
Daragh Murphy
Business Development Director
Keith Owen
Regional Development Manager
Mark Leale
Head of Dubai Office and Senior Executive Officer
Edward Walker
Regional Development Manager
Gavin Hill
Regional Development Manager
Kevin Kelly
Regional Development Manager
Ross Whittle
Regional Development Manager
Jan Spencer
Regional Development Manager

Get in touch

If you would like more information, we would be happy to discuss your client’s requirements with you in more depth.

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Award-winning Investment Director

Winner, Wealth Manager of the Year– City of London Wealth Management Awards 2017

Gold Rating, Diary of a Fund Manager – Portfolio Adviser Wealth Manager Awards 2017

Winner, Outstanding Achievement – City of London Wealth Management Awards 2016