Sales Team

The sales team is headed up by Simon Burgess, Sales Director who can be contacted on sburgess@lifetrustplc.com or 07912 392009.

National Accounts Director, South
Marcus Henderson

With more than 20 years' experience in the IFA market, Marcus began his career at General Accident before joining a youthful Skandia in 1989. There, he progressed through the sales ranks to run their largest and most successful Region in London.

National Accounts Director, North
John Wardle

John has worked in financial services for over 20 years, starting as an IFA and then holding a variety of roles with Standard Life over 12 years. After leaving Standard Life as the top performing regional sales consultant, John joined Winterthur Life and was instrumental in developing a very successful national accounts team over the last three years.

Telephone:
07525 225046

Email:
jwardle@lifetrustplc.com

Business Development Manager - South West
Debbie Falvey

Debbie has had 20 years' experience in financial services, both as an educator at City of Bristol College and as a senior sales manager in many organisations - primarily Prudential, where, as National Account Development Manager, she was ultimately responsible for the group's largest client relationships, with combined funds under management of £2.3 billion.

Business Development Manager - North
Andrew Leggett

Andrew started his career at General Accident Life. He then moved to Canada Life where he worked for over 10 years, becoming Senior Account Manager and regularly maintaining a top 5 position in their annual sales figures.

Business Development Manager - Scotland and Northern Ireland
Ralph Pace

Ralph's career began in South Africa as a Senior Police Officer. He then moved to AXA, Scotland, before becoming Development Manager of the Meghraj PVT Bank. He moved on to Canada Life in 2000, where he became one of their most successful Account Managers.

Telephone:
07912 392001

Email:
rpace@lifetrustplc.com

Business Development Manager - Midlands
Lee Maddock

Lee began his career at Scottish Equitable before spending the last 7 years at AXA, becoming one of their most successful Account Managers. He gained his MBA in 2006 which has given him a valuable insight into the issues facing IFA businesses.

Ruth has over 11 years' experience in financial services, working predominantly in pensions and annuities. Before joining Life Trust, she spent 6 years working as Team Leader for the assurance arm of Lloyds TSB.

Strategic Accounts Manager
Karen Sullivan

Karen's career in Financial Services began over 13 years ago with Canada Life Ltd. After several years managing teams within Customer Services, Karen moved to the Sales division where she worked predominantly with the Nationals and Networks and Canada Life's own sales Managers.