Connecting People, Creating Opportunities: 35+ Years of Business Growth & Financial Expertise
As an Experienced Business Development Manager within Ascot Lloyd, a dynamic and progressive independent financial advice and planning firm, my focus is on helping both personal clients and businesses achieve their financial aspirations.
I do this by first getting to understand people, their goals, and unique circumstances, then facilitating the right introductions to one of our many expert advisers. Whether it’s wealth management, business planning, or financial security, my role is about ensuring clients are connected with the best possible guidance to help them plan for the future with confidence.
Building Meaningful Networks
True networking isn’t about collecting contacts—it’s about creating value. Over the years, I’ve developed a keen sense for understanding people’s goals, challenges, and strengths. This allows me to introduce individuals who might never have crossed paths otherwise, often leading to partnerships and opportunities that make a real difference.
Throughout my career, I’ve worked closely with financial advisers, solicitors, accountants, and business leaders. Whether it’s facilitating professional collaborations or ensuring clients receive joined-up, holistic support, I see the bigger picture and bring the right people together at the right time.
Having worked within Financial Services for over 35 years, I’ve seen how the right introduction, at the right time, can transform businesses, careers, and even lives. It’s this ability to connect people strategically—whether for business growth, financial planning, or professional collaboration—that makes my role so rewarding.
Expertise & Skills
Over the course of my career, I’ve developed a wide-ranging skill set that supports both individual and business growth, including:
✔ Business Development & Growth Strategies ✔ Coaching & Mentoring ✔ Sales & Relationship Management ✔ Customer Relationship Management (CRM) ✔ People Management & Leadership ✔ CeMAP-Qualified Financial Expertise
Beyond financial planning, my passion lies in helping people succeed—whether that’s guiding clients to the right adviser, facilitating business introductions, or supporting professional development.
Always Learning, Always Connecting
With more than 35 years in the industry, you might think I’ve seen it all—but the reality is, I’m always learning. Every conversation, every new connection, and every collaboration introduces fresh perspectives and insights. This keeps me engaged, curious, and always open to exploring new ideas.
It’s this constant evolution that allows me to add real value, not only by sharing my own experience but by connecting people with the right expertise, knowledge, and resources at exactly the right time.
Let’s Connect
I strongly believe that the right introduction can be transformational. Whether you’re a business looking to expand, a professional seeking valuable partnerships, or someone in need of expert financial advice, I’d love to explore how I can help.
Let’s start a conversation.
