Our Team Experience
Will joined Suffolk Life in 2003 having completed his first degree in Oceanography at Southampton University. He completed his MBA from Cranfield University in 2010 and was made a director of Suffolk Life in the same year initially as Operations Director and subsequently as Product and Operations in 2012. Will became Managing Director in 2013 and during 2015 was also CCO of Cofunds, a sister company within L&G. He led the strategic review during 2015 which lead to the sale to Curtis Banks in January 2016. Will joined the group board in 2016 as Deputy CEO before becoming Group CEO in January 2019. Will is also Vice Chair and a Trustee of East Anglia’s Children’s Hospice (EACH) and lives in Suffolk with his wife and two young daughters.
Jane has many years’ experience of working for a large pension provider, working closely with advisers to deliver their clients’ needs in a sales and operational capacity. 15 years’ experience working directly with IFAs led her to take a role as Investment Development Director in 2009. She then progressed to Product Director, responsible for the design and development of workplace savings, investment and product proposition. Jane joined Suffolk Life as Operations Director in September 2013. Her role expanded to cover Human Resources in March 2016 before assuming the role of Chief Operating Officer for the Curtis Banks Group in April 2018.
Dan is a Fellow of the ICAEW, having qualified as a Chartered Accountant with Ernst & Young in 1997. Having worked in EY’s Banking and Capital Markets group, Dan moved to the WestLB owned Panmure Gordon business where he spent seven years in various finance roles, latterly as the Head of Finance.
Dan performed senior finance roles at Lehman Brothers, Macquarie Bank and Shore Capital Stockbrokers before being appointed to the Board of WH Ireland plc in March 2014 as Finance Director.
Dan joined Curtis Banks in July 2019 as the Group’s Chief Financial Officer.
Chris was a founder of Brooks Macdonald Group plc where he was CEO until 2017. He is a qualified investment manager and has worked in investment management and financial services since the start of his career in 1982 and has won several investment management awards. Chris is also Chairman of Catley Lakeman, a Director of Millfield School, an associate of the Institute of Continuing Professional Development as well as an advisor to a number of businesses in the financial services sector. Chris is Chairman of our Risk & Compliance Committee.
Bill is a Chartered Accountant and brings strong financial skills and extensive experience of the asset management industry. Now retired Bill was formerly Chief Financial Officer of Standard Life Aberdeen plc, one of the world’s largest investment companies, having previously served as Finance Director of Aberdeen Asset Management PLC since 1991.
Jules has over 15 years’ experience as a non-executive Director and Chairman. Currently he holds Chairmanships of Equip Holdings Limited, Gro-group International Limited and Cornwall Farmers Co-operative. Previously, Jules was Chairman of Innocent Drinks for 10 years from start up until eventual exit. During that time Innocent won numerous awards for Human Resource Management as well as running the Innocent Foundation that worked directly with farmer/ growers in third world countries to improve working conditions. Jules is Chairman of our Remuneration Committee.
James joined the Curtis Banks leadership team in April 2014 and heads the Group Commercial function, delivering strategic direction and leadership for Sales, Marketing & Communications, Product & Proposition, Client Relations and Treasury Portfolio Management. Prior to joining the firm James developed and delivered a pioneering and market leading cash management service both D2C and via professional advisers. James also spent several years in senior roles with Citi, developing and distributing multi-asset Structured Products across Europe and Middle East. James is a qualified accountant.
Ian has over 20 years of financial services experience, predominantly in regulatory and compliance roles, and has developed a strong understanding of the regulatory requirements facing the financial services industry over this time. This has been obtained working for a diverse range of firms, covering both large multinationals and small financial advisers, and joined Curtis Banks in 2011. He has a number of professional qualifications, including the Certificate in Risk Management in Financial Services and Advanced Financial Planning Certificate, in addition to a law degree and MBA. Ian is responsible for all aspects of risk management, regulatory compliance and financial crime prevention within Curtis Banks.
Nigel has over 15 years experience in financial services, having worked for Legal & General, Cofunds, Suffolk Life and now Curtis Banks. Nigel has held directorships involving; Business Change, IT, Strategy, Business Performance and Product Operations. He has an honours degree in Business Administration. Nigel lives in Sussex with his Wife and Son.
Since qualifying as a Solicitor, Gemma spent time in private practice before moving in-house with Curtis Banks in 2010, specifically advising on Commercial Property and bespoke investments within both SIPPs and SSASs. As well as dealing with the legal aspects of this work, Gemma takes overall responsibility for the Groups Legal function ensuring the legal risks and exposures of the business are manged coherently. Gemma has been Company Secretary for Curtis Banks Limited since 2015. Gemma was instrumental in establishing Rivergate Legal Limited in 2018, a Curtis Banks Group Company, authorised and regulated by the Solicitors Regulatory Authority. Rivergate Legal was created with the aim of providing specialist legal advice to individuals or businesses investing in commercial property.
Greg joined Suffolk Life in 2007, following financial advice roles with Aviva and LV=. He moved up to the Management Committee in 2013 before joining the Suffolk Life Boards in 2017. His background as a financial adviser gives insight into market demands, and the experience supports a diverse set of Group-wide responsibilities including product governance and complaints. Greg also leads marketing and media / IR communications for the Curtis Banks Group.
Dave has over 30 years’ experience in working with advisory firms. Prior to Curtis Banks, he was Head of the IFA Distribution function at AXA Wealth and Elevate. Since joining Curtis Banks he has been responsible for developing the sales strategy and bringing together the support for advisers into a single, national team of Business Development Managers.
Renata has over 20 years’ experience in the Financial Services industry. Her role as member of the Board over these years has covered many aspects of the business as Operations director, Strategy Director, IT and Change Director as well as her core area of expertise in finance where she is currently Finance Director for the Suffolk Life companies. In 2015 Renata also acted as Commercial Finance Business Partner of Cofunds, a sister company within L&G
She has a joint honours degree in Accountancy and Statistics, and qualified as a Chartered Accountant in 1995. Renata has experience as a board member of the Association of Member-Directed Pension Schemes (AMPS) and its predecessor. Renata lives in Suffolk with her husband and two sons.
James joined the business in 2004 following a career as a golf professional. He has undertaken a variety of roles, including providing technical and administrative support for advisers and more recently taking responsibility for the management of our products, including product governance and regulatory compliance.
James has been the Head of Risk and Compliance since 2016 and joined the Group Executive Committee in 2019.
Sarah joined Curtis Banks as Group HR Director in December 2018. After studying European Business Studies at university, the majority of Sarah’s career has been spent in HR roles in large blue chip organisations such as Disney, PwC and Capita. Prior to joining Curtis Banks Group Sarah was HRD for the national law firm TLT. Sarah lives in the Bristol area with her husband and their two teenage children.