As a role that is almost unique in the IFA market, it is one that I have made my own through my experience and passion to improve the way advice firms operate and deliver their services
The role I play as the Growth & Innovation Manager is very diversified but, in essence, I am:
Although not a typical role within a financial services firm, it's one I passionately believe adds significant value, especially for startups wanting to set off on the right foot and for those firms wanting to transform what they do and how they do it.
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