Why work with me?
I understand the challenge of communicating the true value of financial services.
We're not selling the latest iPhone here, there are no queues outside your door. Financial services are sold not bought. But sell them you must if you want to develop your business. Particularly now.
The profession is at a pivotal point. Pressure on price, increasing productisation and the threat of robo advice means you have to make your value clear.
That’s where I come in. I’ve worked in marketing for over 20 years, cutting my teeth with big names including Standard Life, Prudential, Royal London and Nucleus.
I understand financial services, the adviser profession and the barriers clients have to seeking advice.
I know advice isn’t just about percentages, charts and products. It's about taking people’s financial anxiety away. After all, you can tell someone they’re going to be ok, that they can retire from a job they hate, that they can live the life they want. Who else can do that?
That’s the bit you need to communicate if you want to develop your business.
Working with a crack team of experts, that’s what I do. Together we provide bespoke marketing services for ambitious advisers, planners, and product providers, without the agency prices.
Meet the Team