By submitting your personal data, you understand and agree that it will be used only for the purpose of replying to your request.
As Global Head of Proposition at Skybound Wealth Management, I play a key role in shaping and enhancing the firm’s service offerings. With a deep well of technical knowledge and a proven track record in leading successful teams, I am dedicated to ensuring that both advisers and clients benefit from innovative, top-tier solutions in the ever-evolving financial landscape.
In this role, I lead the efforts to streamline the introduction of new products, simplifying processes for advisers and enabling them to better serve their clients. I also oversee the development and delivery of comprehensive training programs designed to equip Skybound Wealth’s advisers and BDMs with the knowledge and skills they need to thrive. Additionally, my strategic oversight extends to managing the firm's investment functions, as well as continuously improving the quality and clarity of communications and advice reports.
Beyond these responsibilities, I provide essential support for advisers handling complex client needs, ensuring the firm remains ahead of legislative changes that could impact international investors. Through regular webinars, training sessions, and product updates, I work to maintain Skybound Wealth’s position as a leader in financial planning expertise.
YOUR EMAIL
YOUR TELEPHONE