Experience
I have over 30 years of experience in Financial Services and Wealth Management having started my career at Lloyds Bank in 1985 working my way through Admin, Support and Adviser roles to Compliance and Regulated Supervision, achieving my Chartered Financial Planner qualification during that time.
I joined CDC part-time in 2017 to work in compliance and to fulfil the 1st line Supervisor role for our Advisers. In 2020 I became Compliance Director taking responsibility for all aspects of compliance and supervision.
Working for a small firm, I wear many hats at CDC and get involved in anything that needs to be done to keep the business ticking over.
The Verso Sunderland Team
Jonathan Bray
Client Services
Sunderland
Phil Cain
Financial Planning
Sunderland
John Dixon
Financial Planning
Sunderland
Julie Gregory
Business services
Sunderland
Andrew Haswell
Financial Planning
Sunderland
Tristan Lawrence
Sunderland
Jannine Lord
Client Services
Sunderland
Alex Smith
Financial Planning
Sunderland
Ryan Sowerby
Administrator
Sunderland
John Sterricks
Financial Planning
Sunderland
Fay Thomas
Financial Planning
Sunderland