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I have over 20 years’ experience in the financial services industry during which I have held a number of roles. A good proportion of my time has been spent providing advice to clients but the last six years or so have been focused on compliance and the regulations that govern our industry.
This has culminated in my current role of Compliance & Risk Director at Crowe Financial Planning Ltd where I share the ambition to become one of the UK’s leading independent financial advisory firms.