Can you describe your current role and responsibilities?

As Commercial Director my role is to help build the strategy and execute it.  I have a day-to-day responsibility for ensuring that we grow profitably both organically, through projects such as Consumer Duty and through judicious acquisition of quality books of business from fellow Financial Planning Firms that share our values ie caring deeply about our clients.

What has been your journey so far?

I have a Commercial background which has focussed on Distribution from 2000 – Tied, IFA and Non-advised.  Line experience has included working on significant projects (biggest was being the Commercial and Finance Lead on an outsourcing deal worth over £600m) after which my role has grew into wide ranging General Management including leading initiatives from major distribution deals to proposition development in addition to having line responsibility for Corporate Partners, Commercial Finance, Proposition, Telesales, Retail Sales development and Change.  I took time out from July 2018 to take the Financial Planning Diploma before Digby demonstrated more faith in me than I had in myself at the time by taking me on as Commercial Director and Financial Adviser in 2019.  I’ve been very lucky in my career with my roles and bosses, but this is without doubt the best job I’ve ever had.