Meet some of the team helping you on your investment journey.
“Having spent over 20 years working in the financial services industry, I use my experience to keep the company and our people all travelling in the right direction.”
Thera has been in the retail financial services industry spanning more than 20 years, working for well-known companies such as Visa, Barclays, and Lloyds Banking Group, where she specialised in customer services and product improvement.
“I make sure that everything we do from top to bottom is focused on helping you every step of the way on your investment journey.”
Mark has over 30 years’ experience in the financial services industry, from being responsible for growing Virgin Money’s savings, investments and pensions business to launching the UK’s first fully automated on-line fund trading platform at Egg Banking Plc.
“We handle on average 10,000 customer phone calls every week at our busy Birmingham based Customer Services centre. I make sure all of your questions and queries are answered or resolved as quickly as possible.”
Pam has been managing Customer Service centres for nearly 20 years and has a mantra of motivating and inspiring her teams to ensure the service provided to customers is of a high quality.
“I make things happen behind the scenes and keep our teams in different locations working and communicating together efficiently.”
Simon has been working in the financial service industry for over 30 years and has been responsible for managing operations at a number of investment companies, including Bank of New York Mellon and Macquarie Bank.
“I have responsibility for everything we have to undertake as a financial regulated company. I keep fairness and transparency at the very heart of everything we do particularly when it comes to handling your personal data and money”
Adam has a wide range of experience in financial services, risk management, regulation and business change. Before joining Selftrade, Adam was Head of UK Compliance at Bupa and prior to that worked at the Financial Services Authority as they established the Financial Conduct Authority and Prudential Regulation Authority
“I make sure that all the systems and controls we have in place keep your assets safe and protected and in line with Client Asset Regulations.”
Mark is an ACCA qualified accountant, with over 20 years’ experience working in Accounting, Controls, Client Assets and Regulatory Reporting at other financial institutions such as Otkritie Securities Limited and Ruffer Investment Company.