Business Development Manager
Say goodbye to the stuffy old way of doing things. We're changing the investment world for the better.
I have worked in the financial services industry since the mid 80s and have a passion for helping people achieve their financial goals and aspirations. I joined Octopus Investments in 2014 as a Business Development Manager to manage the West Midlands, Herefordshire, Worcestershire and Warwickshire areas in a field based role. Octopus Investments is not your typical financial services company. We want to change the world of finance for the better, with simple, jargon-free solutions that do what they say they will. Our products don’t just help real people solve real financial problems, they also make a positive impact on the world around us. Over the last twenty years we have become one of the UK's leading providers of Inheritance Tax (IHT) solutions, Venture Capital trusts (VCT) and Multi Manager funds. We are also active in the peer-to-peer lending market through Octopus Choice, as well as the savings market through Octopus Cash. Octopus Investments is part of the Octopus Group, which seeks to improve the lives of millions of people by transforming the industries we operate in. The Octopus Group incorporates Octopus Energy, Octopus Healthcare, Octopus Investments, Octopus Property, Octopus Ventures and Octopus Labs. I am responsible for developing relationships with Financial Intermediaries, understanding their clients' investment goals, objectives and providing planning solutions that can help to ensure they are met. I balance my time between running face to face meetings, presentations, client meetings, engagement with professional connections, webinars and industry events.
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