Introduction
I began my journey with WAY in 2006 as Technical Manager and have been an external technical consultant since 2017. Currently I support the Trust Team with technical queries relating to the trust proposition as well as working on long term infrastructure projects with the objective of creating greater efficiencies in the way the Trustee service operates.
Professional Background
I have extensive experience in financial services, trusts, and banking. In the last 20 years I have focused on technical support, trusteeship, administration, and operations management to director level in the financial services industry. Prior to that I worked for over 10 years for international banks in financial derivatives trading and operations management.
My experience spans product operations, sales and adviser support, marketing and product documentation, terms & conditions and sales and training presentations. I have built teams and processes to support the sale and operation of financial products and specialist tax mitigation trusts.
I am a Registered Trust & Estate Practitioner as a full member of STEP and Member of the Society of Will Writers.
Personal Touch
I currently live in Wiltshire but retain my London roots, in particular through my love of rugby as a long-term season ticket member of Harlequins.