David has extensive experience in senior management positions in the UK financial services industry. He started his career at the Bank of England where he spent 10 years in the banking division there before moving to DBS Management PLC where he spent 12 years developing the business before selling to Misys Financial Services in 2003. During the period he had board responsibility for compliance and technology.
In 2003, David joined The Exchange as Managing Director at a crucial time in its development, successfully taking the company through its acquisition by Vertex. At Vertex he was appointed to the main board running 1st/The Exchange and Life & Pensions Division (2,000 people) and led the acquisition of the former by Lloyds Development Capital (LDC).
He led The Exchange through the acquisitions of 1st Software, N4 and Screen business (rebranding to Avelo and more recently pipeline) with the backing of LDC. The significant growth that was achieved over this eight year period was substantially a result of his strong vision, commitment and execution skills.
Since leaving Avelo in October 2010, David has held a number of other Financial Services industry roles including; Non – executive Chairman of LifeSearch who are the UK’s leading whole of market protection adviser, sitting on the Standard Life Market Advisory Board where he advised on technology and distribution strategy and Non –executive chairman of F&TRC, the specialist product and proposition research provider.
David is currently Non – executive Chairman of Dunstan Thomas who are retirement planning and investment software specialists, a Non –executive director at Intelliflo who are private Equity backed leading UK FS technology provider, a special adviser to UnderwriteMe who are a technology company who provide a multi – insurer quote comparison service to distributors, a Non – executive director of Suitable Strategies who have developed a leading research based digital ATR tool, and a Non- executive director of Platform Action who design, integrate and deliver platform solutions.
Nick is, quite simply, the instigator of Alexander House. Having spent a career in senior positions in a number of large financial services institutions, Nick eventually left the corporate world to start his own business. He is one of the founding directors of our company, which is named after his son Alex.
Nick is full of passion and enthusiasm for the financial services industry. His goal is to build the best team of advisers possible - and to keep the rest of us all suitably motivated and on the right path. His knowledge of the industry, product providers and suppliers is second to none, and this ensures we can always provide you with the best service at the best price.
In his spare time, Nick can usually be found ‘up north’ being dragged round by his three huge, gorgeous golden retrievers, Alfie, Poppy and Archie. He is up and about at 5am most days and only stops when his Duracell batteries give up!
As one of the founder Financial Planners to help establish Alexander House, Gareth quickly progressed to develop, recruit and motivate a team of Advisers across the north. More recently in addition to building his own business, Gareth’s role has broadened further to drive scale and revenue growth nationally. Working with Advisers, Introducers, Compliance and Business Operations teams, this is a key role, harmonising commercial success with strong ethics and excellent client outcomes.
Away from work, Gareth balances the joys of a young family with his passion for golf, and his ambition to visit every country in the world.
Kath takes care of the Administration end of things, ensuring the wheels run smoothly and that everyone knows what they are doing and when. Kath started out in New Business processing with Liverpool Victoria and then moved on to working for Swiss Re at their UK headquarters, administering Group Insurance Treaties. After a short break to concentrate on family life, Kath is well and truly back in the saddle with Alexander House.
In her free time, Kath enjoys organising her family life, baking and planning holidays, which is one of the things she lives for. Both of Kath’s children play musical instruments (as does she) and she is firmly in charge of ensuring practice makes perfect. Kath is a proud Cockney (born within the sound of Bow Bells), but loves living in West Yorkshire, with her husband and two children.
Tim joined Alexander House in November 2013, and he is a Chartered Financial Planner with considerable experience in all aspects of financial planning. His career within the Financial Services started in 1983.
A good proportion of Tim’s career has revolved around the training, development and education of Financial Advisers. He has had a significant involvement in the development of the current qualification and educational structure for Financial Advisers.
Tim is dedicated to helping individuals and business owners achieve their financial planning goals and provide peace of mind with respect to their financial affairs.
In his spare time, Tim enjoys skiing, particularly in France and is an avid follower of Formula 1 racing. Tim is also an enthusiastic gardener and specialises in growing some of the hottest chili peppers on the planet!