Our Senior Management team

John Cowan
Non Executive Chairman

John joined Scottish Amicable in 1969 where he spent most of his career and fulfilled a range of senior IFA facing roles, including sales and marketing director.

Following the acquisition of the company in 1997 by Prudential he became group sales director and was also a director of IFA Promotion.

After leaving Prudential Group in 2001, John joined National Australia Bank where he set up Pivotal, a proposition designed to help IFAs move towards a new model adviser business structure.

John’s other roles have included advising some major financial services distributors in the UK, including Paymentshield, Positive Solutions, Uinsure and Moneyextra.com.

Rob Everett
Managing Director

James Todd
Operations Director

James has worked in the Financial Services industry since 1996, starting his career as a mortgage administrator for a large estate agency business. Learning the ropes, James quickly progressed to become a mortgage adviser, before qualifying as a Financial Adviser in 2001 with the Halifax Bank. Having worked within the Money Options Group for the past 10 years, James was appointed as Operations Director in December 2015 with his role overseeing RetireInvest and Mortgage Options, both companies owned within the group. As well as running the group businesses, recently James resumed his role as a Financial Adviser within RetireInvest and holds the qualifications of DipPFS, CeMap, equity release and long-term care, although focuses his expertise in the areas of pensions, investments, and personal and corporate protection.

Living in Harrogate and married with 4 children, James spends much of his spare time on the football touchline watching his twin sons play for their local team or as a taxi service for his two teenage daughters.

Sandra Thompson
Practice Manager

Sandra joined the company in September 2020 as Practice Manager. She has a wealth of previous experience, having worked in the Financial Services sector for over 20 years and achieving her Level 4 Diploma in Financial Services.

Sandra is based at our Head Office in Grantham and works closely with the Administration team, Financial Advisors and Management Team on a daily basis.

When not at work, Sandra enjoys travelling, swimming and socialising with friends and family.

 

Alison Dawson
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