Business Development Manager

John is Private Wealth Management’s latest recruit and is joining us as a Business Development Manager. John will be the first point of contact for all of our professional partners who refer their clients to Private Wealth Management for financial planning advice.

Prior to joining us John took early retirement in May 2010 from Lloyds TSB Private Banking where he was a Private Banking Manager. John had been with Lloyds TSB Private Banking since 1972, and has a background in general financial planning, investment, Wills / Trust planning and Probate. He also worked as the Private Banking Inspector, which involved the inspection of the operations of the various offices throughout England and Wales.

Most recently John’s work was primarily centred on relationship management with a personal client base of High Net Worth clients. This role required the forming and developing of high quality relationships with new clients, whilst at the same time maintaining and securing high quality long term ongoing relationships with existing clients,leading to the cross selling of services and products to that client base.

Professional qualifications have been an almost permanent feature throughout John’s career, starting with the AIB in the early days and culminating with the more up to date CII Diploma in Financial Planning, which John was continuing with when the decision was taken to retire early. As recently as 2 months before that decision John passed the Trust component of the Diploma.