Area Manager
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Highly experienced and customer-focused financial services professional with over 40 years in banking and financial services.
Track record of delivering exceptional customer outcomes whilst operating within highly regulated frameworks.
Skilled in identifying customer needs and providing tailored financial solutions across mortgages, investments, protection, and personal lending.
Proven leader with extensive experience managing high-performing teams and driving productivity in target-driven environments.
Excellent communicator with strong problem-solving abilities and a commitment to continuous professional development.
Passionate about building long-term client relationships and maintaining high standards of service excellence.
Royal Bank of Scotland (2006 – July 2026)
Area Mortgage Manager (2016 – 2026)
Led a team of 10 Mortgage Advisers in a highly regulated and target-driven environment.
Ensuring delivery of strong business performance alongside excellent customer outcomes.
Area Manager – Protection Channel (2013 – 2015)
Managed a team of 12 Protection Consultants.
Maintained high standards of compliance and sales performance.
Area Manager – Financial Planning (2009 – 2012)
Managed a team of 10 Financial Planning Managers.
Delivered results in a complex, regulated environment.
Level 4 Financial Planning Diploma
CeMAP (Certificate in Mortgage Advice and Practice) qualified
4 x Higher Qualifications
7 x Ordinary Qualifictaions
