Our business is growing and we provide an exceptional level of service to our clients. But we are not content with that! We have created the new position of Business Development Manager and we are delighted to welcome Simon Trevelyan into this role.
Simon will be working with our team of local Financial Advisers at our prestigious offices in Shenstone Wood End near Tamworth, Lichfield and Sutton Coldfield. As Business Development Manager, Simon will be supporting our Advisers with their continuing professional development so we can maintain and enhance our high levels of customer service. The other key aspect of the role is to co-ordinate the interaction between our Advisers and the research and administrative processes that are carried out in other departments.
Simon has many years of experience in financial services and has spent over 15 years successfully managing teams of Advisers with the emphasis on delivering tailored advice, not “tick box” advice. Whilst at Skipton Financial Services, Simon was top regional manager for 3 years and was the company’s national seminar presenter, presenting at events organised by The Guardian and The Telegraph newspapers.
Simon says “What I am looking forward to most is working with the Advisers, helping them prepare for their client meetings and develop their financial planning skills and knowledge. We are starting a programme of team events, for example Prudential are coming in soon to give our Advisers additional knowledge. Things are always changing in financial services and we want Four Oaks Financial Services Advisers to be at the top of their game so they can give the very best advice to our clients.”
In his spare time Simon plays golf and is an avid Rugby Union fan and supporter of Lichfield Rugby Union Football Club.