Biographies
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Gerry O’Brien, Chief Executive Officer
Gerry has a lifetime's experience in financial services with an outstanding record for delivering business growth. His extensive knowledge spans protection, investment, mortgages and banking and his dynamic approach meets the dual challenge of strategic planning and creating shareholder value.
As a founder of the business, Gerry is resolute about maintaining an unrivalled quality of advisers across the network. Gerry is a respected commentator on industry issues, has authored articles and papers for financial services publications and is in great demand as an industry speaker. |
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Richard Coulson – Executive Deputy Chairman
He is a recognised expert in the UK mortgage and financial services industry. Richard enjoys unparalleled relationships with the UK’s leading mortgage lenders and specialist suppliers. |
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Keith Baldwin – Chairman
Keith took planned retirement from Allied Dunbar Assurance plc, where he was Deputy Chairman and Chief Executive Officer in addition to being Chief Operating Officer of Zurich (UK, International and Ireland) Life and a Board Director of twenty other companies, including Eagle Star Life, Sterling Investments and Zurich Advice Network (ZAN). |
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Richard has nearly 23 years of experience in financial services sales and distribution. Up until November 2004 he was responsible for setting up and running the Zurich Mortgage Network, one of the UK’s largest mortgage networks. He increased their lending from £3 billion to £14 billion in less than 3 years.
Keith joined Hill Samuel in 1973 and then moved to Hambro Life in 1974. After joining Hambro Life he held a wide range of roles, including Sales Director in 1990 of Allied Dunbar. He built a very successful sales force, started the AD Mortgage Network, plus created the only profitable franchised retail distribution business in UK Financial Services.