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Client Liaison Manager

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Nigel Brooks

Client Liaison Manager

Previous experience

 

Nigel has over 40 years of experience in the financial industry, focusing on providing pensions and investment advice. This has been delivered throughout a variety of key senior management roles that included direct sales, IFA, Software and Offshore Expatriate advice.

Nigel began his career in financial services with Liberty Life Assurance, starting out as a consultant, moving swiftly through the structure and becoming a Branch Manager at the age of 25 years old.

After three years with Liberty Life, Nigel decided to switch to being an IFA at the MI Group. By this time he had attained high levels of qualifications and achievements within the pensions and investment market places.

 

Nigel joined Berkeley Morgan IFA and became one of the top producers of this company.

 

Nigel decided to change into Financial Software sales with Screenpages and then Quay Software that had "My Money Advisor" that had a variety of functionality with both website and key financial services suite.

Thereafter, he started an offshore business consultancy at Universal GS Malta, offering pension and investment advice to key clients in the oil and gas sectors and banking in Libya, Tunisia and Algeria.

Nigel then repatriated back to the UK and joined Trinity International Ltd, working remotely offering unique products and services to High Net Worth clients.

To conclude

After many years of building and running very successful teams and key business development and consultancy roles, Nigel identified that rather than retire completely he wanted to continue ongoing practice development in a similar role to Trinity.

Nigel joined Alfred William Consultancy and believes that AWC offer exclusive and niche products and services to UHNW clients.

Directors

DIVERSIFICATION. IS KEY

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