Michele has over 25 years’ experience in financial services, undertaking a range of Life & Pensions Customer Service Director, Approved Person and Board roles within some of the UK’s leading insurance companies, including Prudential, Friends Life and Aviva.
Michele also has experience in startups, being part of the executive management team who founded the specialist pension insurer Paternoster. Meanwhile, at JLT she gained consultancy experience in employee benefit solutions.
During her time in the financial services industry, Michele has also developed a proven track record in delivering digital change and customer experience transformation.
Richard has nearly 25 years’ industry experience working in a range of executive roles, most recently as Sesame Managing Director. Prior to this Richard was UK & Ireland Director of Insurance Wealth Life & Pensions at Experian and spent over seven years at Zurich Financial Services as UK Intermediary Sales Director. Other senior roles include Managing Director of Strategy & Development at Bankhall, along with Chief Executive of Berkeley Independent Advisers.
Richard is passionate about developing innovative solutions that benefit advisers and their customers. In his role as Chief Operating Officer, Richard is responsible for delivering the Group’s proposition and services, creating an exceptional experience that not only defines who we are but is the key reason advisers look to join Sesame Bankhall Group.
Ross is Sesame Bankhall Group’s Managing Director for Distribution.
As an established distribution and business development leader with circa 25 years in financial services, Ross’s experience spans across pensions, investments, platforms, mortgages, and protection, along with expertise in merger, acquisition, and integration activity.
Having joined Sesame Bankhall Group in 2018 as Managing Director of Bankhall and PMS Mortgage Club, in January 2021 Ross’s role expanded to become the Group’s Managing Director for Distribution. This role sees Ross hold responsibility for relationship management and client engagement across all our brands: Sesame, Bankhall and PMS. In addition to this Ross is responsible for the Group marketing function and key strategic partnerships with the Group’s lenders, providers, and asset managers.
Julie Sadler has over 25 years' experience in financial services, working with financial advisers in companies ranging from banks to brokers to consultancy. Julie started her career at Bradford & Bingley, where she was heavily involved in the setting up the investment and wealth teams, and went on to hold senior roles at Bradford & Bingley and subsequently at HBOS and The Consulting Consortium.
An FCA approved person and a Fellow Member of the International Compliance Association (ICA), Julie has held executive and senior management positions covering sales, support and operations, business development, risk management and compliance.
Julie is a strong advocate of professional qualifications and continuing professional development and has attained various financial services qualifications ranging from financial planning through to risk and compliance.
Steve is a qualified chartered accountant (FCA) with more than 20 years’ experience of the life insurance market, 19 of them in industry.
He has experience in senior finance roles including Distribution and Product Finance Director, Strategic Finance, Commercial, Group FP&A as well as Chairman of a Pension Trust.
Steve is particularly skilled in creating and delivering commercial solutions through being a problem solving business influencer who is inquisitive and enjoys building healthy challenging relationships with people across functions and areas.
A flexible, well organised, collaborative and solution driven leader with a positive attitude that means things get done, but always willing to listen to get results. Steve uses his core financial grounding and commercial intuition to drive strategic business thinking, establishing plans and achieving key deliverables.
Steve is motivated in developing and supporting individuals to reach their potential, gaining an internationally recognised accreditation for coaching through ICF.
Get in touch with our teams to find out today what we can do for you.
Sesame Bankhall Group Limited, company number 3573352. Sesame Limited, company number 2844161. Sesame Services Limited, company number 2338540. Bankhall Support Services Limited, company number 2785381. Premier Mortgage Service Limited, company number 05011650. Each company is registered in England & Wales with a registered office at Aviva, Wellington Row, York, YO90 1WR.