Howard is a specialist financial services partner who is responsible for the financial services outsourcing arrangements at RSM.
His role includes internal and external business development through professional intermediary connections.
Howard is a confident business leader and has over 25 years of regulated financial services experience, he has been CEO of wealth management, investment management and general insurance retail businesses which all have achieved dynamic growth.
Key areas of expertise include business growth strategies, business change and compliance. His extensive experience in running retail financial services distribution companies allows clear empathy with his clients in all aspects of the management, business development, marketing, HR and regulatory and compliance matters of their businesses.
Howard is a dynamic financial services specialist having owned and managed multisite, national financial services businesses throughout the UK. His past experience together with current market knowledge of the industry and its major players makes him well positioned to contribute to his clients strategic goals.
His specialities include:
- retail financial services;
- strategic business planning;
- sales management;
- professional services marketing and business development;
- RDR matters and fee based financial planning;
- employee benefits;
- strategic marketing B2B and B2C;
- digital marketing;
- s166 skilled persons report management; and
- general insurance.