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Adviser Details |
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Simon Chamberlain
Succession
11 Efford Farm Business
Park
Vicarage Road
Bude
Cornwall
EX23 8LT
UK
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T: 01288 350885
F: 01288 354901
Mobile: 07818 454006
Home: 01822 859096
Email: 
Member since: February 2008
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Key Skills & Services: |
Simon is dynamic and entrepreneurial and has a key
understanding of growth strategies, exit and succession planning.
He is highly experienced in the acquisition of companies and in
the turnaround of cash flow strapped businesses. As a previous CEO,
he has a strong understanding and experience of all the necessary
committees and procedures for effective governance of firms. He
has been a member of rem, audit, nomination and risk committees
for major financial services firms. |
Career Background: |
Simon joined Merchant Investors from university,
in 1990,joined Royal Holdings and in 1991, became a founding partner
of J. Rothschild Assurance (now St. James’ Place Capital).
Simon was top partner in 1993 and 1995. JRA floated in 1997 for
£365m and is today a top 200 company. In 1998, Simon became
Zurich Advice Network’s U.K. National Development Director,
then Recruitment Director. In 2003, Simon was co-founder and CEO
of the Thinc Group, which by 2007 had 900 advisers, £75m turnover,
£3bn funds under management and £4bn of annual mortgages.
In 2007, the French giant AXA bought Thinc for £100m.
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Industry sectors: |
Financial Services, Insurance, Commercial Lending, Mortgages,
Property. |
Qualifications: |
B.A. (Hons) Politics and Economics, University of Central England.
Institute of Chartered Financial Planners.
Personal Finance Society. |
Comments: |
After the sale to AXA, Simon has concentrated on
developing a holiday property company and has acquired a fishing
and shooting estate on Dartmoor. He enjoys fly-fishing, golf and
the Arts. Simon is willing to operate throughout the country and
has a particular interest in start-up businesses and “angel-like”
activities. He is also keen to use his professional skills in a
voluntary capacity for a number of key charities.
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