Contact Richard Ellis
Project Director:
With over 25 years of experience in the financial services industry, Richard has honed the art of building relationships between clients and financial professionals. Throughout his career, he has developed an impressive track record of generating high-quality leads and securing appointments with clients seeking solutions in areas like wealth management, retirement planning, investment strategies, and insurance.
Richard's expertise lies in understanding clients' financial needs and matching them with the right advisor, ensuring that both parties are well-prepared for productive meetings. By utilizing targeted outreach strategies and maintaining exceptional communication, Richard has helped financial advisors and firms increase client engagement, streamline appointment setting processes, and ultimately drive business growth. His dedication to customer service, attention to detail, and deep industry knowledge make them a key asset in any financial advisory team.
Richard@fairwaywealthparteners.co.uk
+44 07380337315
+44 01924975502
Contact Tom Hutchinson - CMAP3
Project Director:
With a passion for connecting people and a deep understanding of financial services, Tom plays a key role in helping clients navigate their wealth management journey. With 15 years of experience in retail and commercial banking at institutions such as the Royal Bank of Scotland, he has developed a strong ability to build trusted relationships and ensure clients are matched with the right financial professionals to meet their unique needs.
Throughout his career, Tom has built an impressive track record of generating high-quality leads and securing appointments with clients seeking expert guidance in areas such as wealth management, retirement planning, investment strategies, and insurance. His expertise lies in identifying opportunities and facilitating seamless client-adviser interactions, ensuring both parties are well-prepared for productive discussions.
With a deep knowledge of financial services and a client-focused approach, Tom excels in making complex financial concepts clear and accessible. His dedication to excellent service, strategic outreach, and attention to detail makes him a valuable asset to both clients and the Fairway Wealth Partners team, contributing to the firm’s continued growth and success.
Tom@fairwaywealthparteners.co.uk
+44 07400163153
+44 01924975502
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