Years of experience: 30
PK joined in 2013 as a Client Director, working closely with Handelsbanken’s branch teams and other professionals across the East Midlands providing investment and wealth management services to clients. In 2019, he became Area Manager for the Central and South West Regions, leading a team of 8 fellow Client Directors and in November 2021 was appointed Acting Head of Wealth Management.
- 1997-2013: Advisory roles at Yorkshire Bank, HSBC and Close Brothers, specialising in retirement planning and technical pensions consultancy.
- 1993-1997: Unum Provident – Regional Broker Consultant working with intermediaries in the corporate health and protection sector.
- 1989-1993: Broker Consultant at Eagle Star Assurance. Joined as a graduate trainee and progressed to a Broker Consultant role working with IFAs in the North West.
- PK has achieved Chartered Financial Planner (FCII) status and is also a Chartered Member of the Institute of Securities & Investments (FCSI).
PK's Associate Client Director is Carole Murphy.