Marketing - Top tips to market your business successfully

Simply put, Rob will offer you his tips on how to make it easy for people to find you, how to make it easy for people to remember you and how to make it easy for people to recommend you. His session will provide you with ideas for planning your marketing drive, making sure you are visible online, using the media to broadcast your message, staying in touch with your clients and getting more referrals.

Rob Davies, Consulting Director at oneonone communications

Rob is a seasoned marketing communications professional having over 20 years of experience behind him. As consulting director of oneonone communications, he works with clients in both the private and public sector.
Rob’s earlier career was spent with Norwich Union where he worked in a number of marketing communications roles for both intermediary and consumer businesses. Rob has been working with NatWest's intermediary mortgage business for four years.

Private banking – 'Catering for high net worth individuals'

Alan’s session will look at the private banking services Coutts & Co can offer intermediaries who have high net worth clients, which includes large mortgages and mortgages for second properties both for UK clients and international clients from abroad buying in the UK.

Alan Dye, Intermediary Development Manager, Coutts & Co

Alan began his career at NatWest’s in 1980 and remained at the bank until 2000. He then worked for Barclays and Sainsbury’s Bank, before joining Coutts in 2006 in a business development role.

Alan now heads up Coutts’ intermediary relationships working with third party companies to introduce their clients to Coutts.

Building your business

Adapt or die - strategies for survival in turbulent times.

Paul Merrigan, CEO of Lifetime Wealth, describes how he brought about wholesale changes to his advisory company and altered his entire business model, in order to succeed in today’s challenging environment.

Paul Merrigan, CEO, Lifetime Financial Management Ltd (Lifetime Group)

Founded in 1998 by Paul, Lifetime has evolved into a group of successful companies with branches across England and Wales. It consists of 60 advisers in two advisory businesses, one Directly Authorised and a Multi-tied business with the Intrinsic Network.

A passionate Arsenal fan and sportsman, Paul, 42, lives in Kew with his wife and two children.

Business and commercial real estate – ‘Building returns for business clients'

Paul will outline the opportunities that are available for residential investment, commercial investment and residential development in London and the South East. This will include a current view on market conditions and what brokers need to look for when targeting clients for this sort of business.

Paul Turton, Business Development Director, London Real Estate

Profile information will follow shortly.

Government-backed schemes – 'Bridging the deposit gap'

With the funding of government shared equity schemes continuing, Mike will present the most up-to-date picture from this sector including a review of the current schemes and the types of people that are being targeted, the processes involved, the funding and property targets that have been set and the opportunities for mortgage advisers to attract clients using these schemes.

Mike Willis, Specialist Product Manager, NatWest Intermediary Solutions

Mike spearheads the development work NatWest Intermediary Solutions is doing in the shared equity market, working with representatives of the HCA, HomeBuy Agents and Brokers across the UK.
As an RBS Business Development Manager, Mike was responsible for the London and Essex areas before specialising in all things 'new build' and particularly Government Backed Schemes. A role which he continues in today.
Prior to working for RBS, Mike joined Virgin Direct (now Money) from inception, via Norwich Union. At Virgin, Mike enjoyed various roles including Financial Adviser, Sales Manager and Workplace Marketing Manager for Stakeholder pensions

Regulation

Further information on this seminar will be appearing here shortly.

Jon Round, LSL Group

Jon joined the LSL group in 2004, with overall responsibility for managing the group’s relationships with mortgage lenders. Previously, Jon worked for Norwich Union and its predecessor companies for six years. He developed NU’s mortgage distribution into one of the largest clubs in the UK, before concluding a successful sale to Bankhall. Jon had earlier worked for Eagle Star, qualifying as an Accountant in 1991.

LSL Property Services plc encompasses a number of market-leading companies providing a full range of property-related services. It is the UK’s 3rd largest estate agency group with extensive mortgage distribution through three brands, Your Move, Reeds Rains and Linear. LSL is a significant supplier of survey and valuation services through e.surv who also supply third-party services to a number of major lenders.