David McGregor cemap
Daytime Tel. No.: 01367 241980
Mobile Tel. No.: 07835 268456
Finance, Insurance, Business Consultancy and Franchising.
Financial Planning Certificate 1, 2 & 3
Franchise Businesses & Networks
SME funding both secured and unsecured.
Business structuring and developing affinity relationships.
Skills and Abilities
Business development skills
Owned IFA and Insurance Broker business for 20 years.
Experienced in selling and managerial duties.
Mostly dealt with corporate business and therefore confident providing
presentations and reporting to senior management and financial directors.
As a self employed business advisor, provided business plans, sourced finance
and restructured businesses in the SME market.
Also provided business advice and general support to businesses.
High level of motivation, energy, enthusiasm and confidence.
Ability to influence seller behaviour in key product areas.
Ability to motivate existing and new introducers.
Ability to think laterally and creatively around subjects to establish motivational
I am an efficient worker, have a willingness to learn and not afraid of hard work. I
am especially adept at identifying the needs of individuals and or Companies and
then finding solutions to fill those needs. Able to think ‘outside the Box’ in
providing solutions, able to handle queries and make on the spot decisions.
I enjoy meeting people and networking.
Happy to work flexible hours, as I have no dependants and therefore willing to
spend days or periods away from home if required. I have a full driving licence.
Current employer looking to reduce support cost base resulting in several
redundancies; therefore can commence work from September.
2007 – Current
Employed Franchise Manager – Mortgage Force Limited
Responsibilities: To work closely with a defined group of existing Franchisees
and proactively support them in the development of their businesses and
assist them to increase sales and profit.
Delivery of company targets for sales.
Developing marketing strategies for the franchisees and supporting with
financial assistance, within budget.
Recruitment of new business introducers for existing franchisees.
Assist in the delivery of training to new Franchisees and Business Introducers
on a regular basis, primarily through induction courses, conferences, forums
and other group events.
Responsible for arranging such training, conferences, regional and national
forum events as required.
Ensuring retention of franchisees through the development of strong working
relationships and proactive management of business opportunities.
Taking ownership of serious or complex issues relating to new product
applications, handling through to conclusion in association with relevant
Delivery of company strategy in relation to Corporate Business Introducers.
Skills needed: Self motivation, confidence and the ability to influence
decision makers in their own business. Excellent communication, organisation,
coaching and time management skills. The ability to work within a team
environment and to think laterally.
Achievements/Improvements made: Significant success in meeting sales
targets and the recruitment of business introducers. Developed business with
several Corporate Business Introducers to supply business to Franchisees.
2005 – 2007
Self Employed Commercial Business Advisor
Responsibilities: Developing business connections. Raising unsecured
finance for businesses through financial and business planning. Business
structuring, MBO’s and MBI’s, Business sales, Franchising and mentoring.
Skills needed: Initiative, integrity and specialist knowledge of the business
and finance markets. Networking and development of business introducers.
Achievements/Improvements made: Success starting and delivering
recruitment process for several franchise operations and raising money for
2003 – 2005
U2TXT Global Communications Limited
Responsibilities: Helped to raise finance and ran office in the UK.
Skills needed: Negotiating set up of company and developing business
relationship with customers and suppliers. Help set up inc company in the USA
Achievements/Improvements made: Business operations moved to the
USA in 2005.
1996 – 2003
Ridgeway Insurance Services
Responsibilities: Running own IFA, Mortgage and Insurance Brokerage
Skills needed: Sales, organisation, scheduling, staffing and running business
and compliance monitoring.
Achievements/Improvements made: Developing new business after
partnership split. Increased sales and t/o year on year. Sold business in 2003.
1983 - 1996
Wantage Insurance Consultants
Skills needed: Sales, managerial and administrative work.
Achievements/Improvements made: Developed brokerage to two offices
from nothing. Domestic, Commercial, Life, Mortgage, Pensions and
1974 – 1983
Prudential Assurance Company
Responsibilities: Management Trainee, Fire and Accident Inspector and
Skills needed: Customer relationship skills. Area support to 60+ local agents
for business insurance together with direct sales. Broker agency development.
Achievements/Improvements made: Youngest Fire and Accident
Inspector prior to age 21. Promoted to Broker Inspector in 1981.
Ellesmere College Public School
‘O’ Levels “Oxford & Cambridge”
Moffatts Preparatory School, Bewdley, Worcestershire.
Public School Entrance Exam
Cooking and entertaining
Date of Birth: 17/05/1956
Marital Status Married
Children: No dependants