About me
David has worked in Financial Services since 2005, starting at Barclays, working through several roles, but a majority of his career was spent as a Relationship Manager for Barclays Premier Banking. Here he worked across a range of complex clients – Business Owners, Senior Professionals, Military Officials, Sporting Professionals and Entrepreneurs. This allowed him to build up a wealth of experience in creating meaningful relationships with his clients, helping them throughout every stage of their lives.
He later moved to an SME offering financial services out to the specialist Contractor, Freelancer, Business Owner & Self-Employed work force. He is now with Quilter Financial Advisers as a Financial Planning Consultant.
David lives in Hampshire with his fiancé Izzy, who works in Environmental Planning Services.
When not working, David enjoys a range of fitness activities including the gym and tennis. He also is an active member of his local Clay Pigeon shooting club. He is highly social and loves finding new places to explore both locally and further afield. He is a self-proclaimed geek and enjoys gaming and movies.
David thrives on meeting new people and building new relationships. This, in part, is one of his key reasons for him becoming a financial adviser.
Industry
Finance and investment analyst or adviser accounts or business development manager
Skills
Financial Planning Pensions Protection Products Business Development New Business Development Client Engagement & Management Client Relationship Management
Work history
Senior Partnership & Business Development Manager
CMME
Oct 2022 - Feb 2023
Creating strategy to increase and enhance CMME's Partnership & Introducer department. Enacting tactical changes to improve existing relationships and nurture new ones. Championing our Financial Wellbeing services for the UK Self-Employed work force. Working on a B2B basis to the benefit of your business, and your clients. Relationship Management, Business Development, Operational enhancements, interdepartmental working. Mortgages & Protection, and via our sister company Contractor Wealth, Pensions & Investments. Creating strategy to increase and enhance CMME's Partnership & Introducer department. Enacting tactical changes to improve existing relationships and nurture new ones. Championing our Financial Wellbeing services for the UK Self-Employed work force. Working on a B2B basis to the benefit of your business, and your clients. Relationship Management, Business Development, Operational enhancements, interdepartmental working. Mortgages & Protection, and via our sister company Contractor Wealth, Pensions & Investments. Skills: New Business Development · Operations Management · Negotiation · Project Management · Account Management · Business-to-Business (B2B)
Partnership Manager
CMME
Mar 2022 - Oct 2022
Skills: New Business Development · Negotiation · Project Management · Account Management · Contract Negotiation · Regulatory Compliance · General Data Protection Regulation (GDPR) · Leadership · Business-to-Business (B2B) · Portfolio Management · Credit · Time Management · Relationship Management · Mortgage Lending · Teamwork · Finance · Cross Selling · Financial Services · Business Development · Pipeline Management · Personal Responsibility · Mortgage Industry · Relationship Building · Relationship Development
Market relationship Manager
Barclays Premier Banking
Mar 2017 - Mar 2022
Looking after a small portfolio of complex personal clients. Providing tailored solutions through relationship management. Along with getting to know clients better, the smaller portfolio also allows a much higher focus on business development, engaging and training internal stakeholders whilst approaching and expanding an external network of KBI's. Taking Premier Banking out into the local market. Looking after a small portfolio of complex personal clients. Providing tailored solutions through relationship management. Along with getting to know clients better, the smaller portfolio also allows a much higher focus on business development, engaging and training internal stakeholders whilst approaching and expanding an external network of KBI's. Taking Premier Banking out into the local market. Skills: New Business Development · Account Management · Regulatory Compliance · General Data Protection Regulation (GDPR) · Leadership · Client Services · B2C · Retail Banking · Banking · Portfolio Management · Credit · Loans · Time Management · Relationship Management · Insurance · Mortgage Lending · Teamwork · Customer Service · Finance · Cross Selling · Financial Services · Mobile Banking · Business Development · Pipeline Management · Personal Responsibility · Mortgage Industry · Relationship Building · Relationship Development
Premier Relationship Manager
Barclays UK
Sep 2013 - Mar 2017
As a Premier Relationship Manager for Barclays my main job priorities are delivering excellent customer service and a passionate drive for results. My portfolio consists of clients earning in excess of £250k PA or with Barclays savings stock in excess of £250k. My responsibilities include, -portfolio managent -non advised insurance -cash management -credit risking applications -presentations -setting up both customer and staff events, business, social and networking -developing members of staff around me in their abilities and to help further their career -developing lasting and meaningful relationships with internal and external stake holders -raising awareness of Premier within my micro market internally/externally. As a Premier Relationship Manager for Barclays my main job priorities are delivering excellent customer service and a passionate drive for results. My portfolio consists of clients earning in excess of £250k PA or with Barclays savings stock in excess of £250k. My responsibilities include, -portfolio management -non advised insurance -cash management -credit risking applications -presentations -setting up both customer and staff events, business, social and networking -developing members of staff around me in their abilities and to help further their career -developing lasting and meaningful relationships with internal and external stake holders -raising awareness of Premier within my micro market internally/externally Skills: Account Management · Regulatory Compliance · General Data Protection Regulation (GDPR) · Client Services · B2C · Retail Banking · Banking · Portfolio Management · Credit · Loans · Time Management · Relationship Management · Insurance · Mortgage Lending · Teamwork · Customer Service · Finance · Cross Selling · Financial Services · Mobile Banking · Business Development · Pipeline Management · Personal Responsibility · Mortgage Industry · Relationship Building · Relationship Development
Premier Banking Manager
Barclays UK
Mar 2010 - Sep 2013
As a Premier Banking Manager for Barclays my main job priorities are delivering excellent customer service and a passionate drive for results. My responsibilities include, -portfolio management -non advised insurance -cash management -credit risking applications -presentations -setting up both customer and staff events, business, social and networking -developing members of staff around me in their abilities and to help further their career -developing lasting and meaningful relationships with internal and external stake holders -raising awareness of Premier within my micro market internally/externally. As a Premier Banking Manager for Barclays my main job priorities are delivering excellent customer service and a passionate drive for results. My responsibilities include, -portfolio management -non advised insurance -cash management -credit risking applications -presentations -setting up both customer and staff events, business, social and networking -developing members of staff around me in their abilities and to help further their career -developing lasting and meaningful relationships with internal and external stake holders -raising awareness of Premier within my micro market internally/externally Skills: Regulatory Compliance · General Data Protection Regulation (GDPR) · Client Services · B2C · Retail Banking · Banking · Portfolio Management · Credit · Loans · Time Management · Relationship Management · Insurance · Mortgage Lending · Teamwork · Customer Service · Finance · Cross Selling · Financial Services · Personal Responsibility · Mortgage Industry · Relationship Building
Various Barclays Bank Roles
Barclays Bank PLC
Jan 2005 - Mar 2010
Various Branch based jobs
Financial Adviser
Quilter Financial Advisers
May 2023 - Present
Financial planning is about understanding where you are now, where you want to be, and creating a plan to get you there. So, whether you are saving for your future, protecting you and your loved ones from the unexpected, planning to retire, or passing on your wealth tax efficiently, the decisions you make and how to go about them are some of the most important you will ever need to make. 1. Understanding you - My first port of call is really getting to know and understand you – where you are now, and where you want to be in the future. I will also help you to understand what risk is, and the level you are comfortable taking to get there. I will also underline what you can expect from me throughout the process. 2. Planning - Next up, I will use everything from the previous step to research the best options to help you achieve your goals. Whatever my recommendations, I will outline what I’ve chosen for you and why and ensure that you fully understand everything we are doing together. This will all get delivered via a recommendation tailored just for you and your situation. 3. Implementation - When you are happy with what I am proposing, we will take care of any paperwork and implement your plan. This is the beginning of our financial journey together. 4. Refine - Life is constant change, and chances are your circumstances will change throughout your plan’s lifetime. So, it makes senses to regularly review the progress and appropriateness of your plans. This is something we can do together through on-going service, or you can tackle alone; it’s another area we will discuss across all stages.