Senior Business Development Manager
Mo is responsible for promoting the Tavistock Wealth offering to IFAs outside of the Tavistock Group. He has worked in Financial Services for 16 years across mortgage lenders, mortgage brokers and insurance companies. Most recently, Mo worked at Zurich for 9 years as a Business Development Manager, where he was highly successful due to the mutually beneficial relationships he built with advisory firms around the country. At Zurich, Mo successfully helped numerous advisory firms transition and thrive in the new post-RDR world. He holds the CII Diploma in Financial Planning, J10 Discretionary Investment Management and J11 Wrap and Platform Services as well as other qualifications. He is working towards Chartered status.
E-mail – Mohammed.Hussain@tavistockwealth.com
Mobile No – 07741 564 297
Business Development Manager
Liz Feltwell is responsible for supporting all advisers within the Tavistock Partnership and helping them grow the size of their business through the use of Tavistock Wealth’s revolutionary investment offering. Liz is also responsible for promoting the Tavistock Wealth offering to IFAs outside of the Tavistock Group. Liz has a number of years’ experience working with city based asset managers and specialist investment houses. Most recently as intermediary sales manager, Liz covered the UK and was responsible for promoting model portfolios to advisers as well as establishing successful commercial relationships with networks.
E-mail – Liz.Feltwell@tavistockwealth.com
Mobile No – 07717 857288
Steve is responsible for providing investment support to all Tavistock Advisers. Steve has 18 years’ experience in financial services, spending over a decade at Barclays Wealth managing private client portfolios for individuals through to Charities and Trusts. In 2010 Steve joined PB Financial Planning Ltd (PBFP) where he was Investment Director responsible for PBFP’s Discretionary Model Portfolio Service and assets worth £170m. Steve holds an MA in International Political Economics from the University of Leeds, as well as Chartered Wealth Manager status with the CISI where he is also a Chartered Fellow.
E-mail – Steven.McGregor@tavistockwealth.com
Mobile No – 07901 716662
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