David is Managing Director. One of the founders of threesixty services, a compliance and support service provider to intermediary businesses. Most recently, he held the position of Managing Partner at Aim Two Three llp, a consultancy based support provider created to work with both product providers and advisory firms. In addition to his roles with providers and distributors, David is a founder member (and former Branch Chairman) of the Institute of Financial Planning and is a Past President of the Personal Finance Society. David has worked in financial services for over thirty years.
Dave has been at SIFA as Development Director since the summer of 2008. Since joining the SIFA board, he has been responsible for the growth of the membership across all propositions and for SIFA's strategic partnerships. Prior to joining SIFA, he was Legal & General's National Account Director responsible for the SIFA account and before that he proudly worked for 13 years as a Broker Consultant in North kent and SE London for Scottish Mutual.
Tel: 07717 130929
Susie joined SIFA as Associate Director of Compliance Services in November 2016. Susie has a background in retail financial services and has worked in the industry for almost twenty years, starting out as an adviser for Royal Life in the early nineties. She switched over to pure compliance around fifteen years ago and has subsequently held a number of senior compliance roles within large insurers, consultancy providers and networks, and for a top ten city accountancy and investment management firm. Susie has provided compliance services and support for directly authorised firms ranging from small sole traders to multi-adviser IFAs, city traders, DFMs and corporate finance houses.
Tel: 07964 457498