David Cox - Profile
David began his financial services career as a trainee actuary with a major life office and, once qualified as an actuary, joined the senior management team of a large friendly society. Following promotion to Chief Executive, he steered the society through a very challenging period which included the abolition of life assurance premium relief, the stock exchange market crash of 1987, the introduction of the Financial Services Act in 1988 and the launch of personal pensions.
In late 1989, David became Managing Director of a large firm of independent financial advisers (a wholly owned subsidiary of a major national clearing bank) and led that business through a significant period of growth, culminating in it being ranked in the top 20 IFA firms in the UK, with over 100 advisers. Significant challenges to be faced during this period included the introduction of commission disclosure and stakeholder products.
Latterly, David has been heavily involved in the significant growth of what has now become a leading services provider that offers compliance support to the IFA community.
During his career, David has held all the key FSA Control Functions that apply to the IFAs of today, namely CF1, 3, 8 and 10, and is therefore totally familiar with the duties and responsibilities facing the owners of such businesses.
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