Keith BurnsBA Hons (Accounting & Finance), Cert PFS, Cert CII (MP) - DirectorAfter leaving university he started his financial services career as a trainee manager with a major insurance company. He subsequently developed a successful career providing financial advice to clients on behalf of leading UK financial institutions. As a result of the experience he gained within these roles he started his own financial services business in 2000. Since then he has seen his business grow dramatically by consistently providing clients with high quality advice and excellent service. He is currently Managing Director of this very successful Wealth Management Company. |
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Steve KemberDip Mgmt (Open), Dip PFS, Cert CII (MP) - DirectorHe started his financial services career as a trainee life inspector with a major insurance company. Having qualified in Business Studies, he subsequently left to join a financial services subsidiary of a national clearing bank. He developed a successful career as an independent financial adviser (IFA) and subsequently held a number of regional sales management roles before finally assuming the role of Sales & Marketing Director. During this time, he was responsible for the business being awarded a National Training Award and saw the business named as "Best IFA" in a leading consumer finance award. He subsequently joined a private equity backed financial services group as Operations Director & then Managing Director. Most recently he has been operating in a business consultancy role for a FTSE 250 wealth management group. The results of his work have been published in both "HR Matters" and "The International Review of Consumer Behaviour". |
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Who We Are
Delivering world class customer service is a team effort - here are the people who will help you:
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