Fellow of the Royal Society of Arts (Currently March 2019 to PRESENT)

Invited to become a Fellow of the Royal Society of Arts, whose mission is to enrich society through ideas and action. My other Fellows of the RSA and I work together to share ideas, build networks and create opportunities for people to collaborate, influence and demonstrate practical solutions to resolve the challenges of our time.

Personal Finance Society Mentor for Financial Advisers July 2019

The Personal Finance Society, the professional authority for the financial planning profession in the UK which I joined as a member in September 1988, as part of the Chartered Insurance Institute group have sought my expertise to help their network of elite Financial Advisors to increase their knowledge on the practical application of financial planning for business owners.

Membership in the Personal Finance Society is awarded to those who demonstrate dedication to upholding the good principles of treating my customers fairly and always striving to provide sound financial advice and planning strategies.

Since joining, I now hold 2 executive positions above and beyond my membership:

  • AMBASSADOR – Awarded for the continuous pursuit of opportunities to engage, educate and enlighten business owners and their loved ones, advancing their financial awareness so they can provide for themselves financially whatever challenges occur.
  • MENTOR – This most prestigious of PFS positions involves a selection process to be accepted. My responsibility as a mentor is to be on hand to guide, coach and mentor financial advisers who may be inexperienced in a particular area of financial planning to heighten their knowledge and application of best practices to surpass the requirements to meet the highest standards of the PFS.

Business & Networking Education Coordinator for BNI (Business Networking International) June 2019

BNI is the world’s leading referral organisation, with over 240,000 members worldwide, where member referrals generated over £11 billion in revenue for its members… in 2017 alone.

I am currently responsible for inspiring, educating and motivating local members to be better at networking, public speaking and conveying their marketing message across thus increasing the number of referrals they receive from other professionals of multiple industries. As a result, gaining more from their membership, ensuring a healthy R.O.I. on their dedication and investment into membership and, ultimately, becoming more profitable.

I have been serving in an official capacity to fulfil BNI’s mission to help members increase their business through a structured, positive and professional referral marketing program that enables them to develop long-term, meaningful relationships with quality business professionals.

Trainer for Business for Breakfast July 2019

Business For Breakfast (BforB) is internationally recognised for creating successful networking meetings, events and training for referral marketing. In an official capacity, I am the Trainer responsible for inspiring, educating and motivating its members to get more from their membership and be more profitable.

Manchester Chamber of Commerce member April 2015

The Chamber of Commerce is the most recognised global organisation of professional individuals in the world. The main function of a Chamber of Commerce is to promote interest in local business possibilities. Money, Planning, Inspiration, and Guidance on all aspects of business to assist members working vigorously on the committees of their choice. Current member in this fantastic business networking group. I continue to be an active member as it brings me great opportunities.

Regular meetings including a quarterly economic review meeting delivered by leading economists including the North Wests Bank of England representative.

Drop us a line, we’d love to have a chat with you