Can we help?

If you would like to speak to someone directly or have any questions, contact your local Business Development Director. Alternatively, submit an enquiry below and one of our team will contact you as soon as possible.

We will only use your data to contact you regarding your enquiry and as set out in our Privacy policy. We will never share your personal data with third parties. Telephone calls made to Close Brothers Asset Management may be recorded and/or monitored. Any data provided during the call will be used and held in accordance with relevant data protection law.

Meet our Business Development Directors

Financial advisers

If you have an enquiry about our investment management services, please get in touch.

01606 810325

Alan Simpson Darren Saddler Ian Christie Kurt Davidson Mark Sofflet Matthew Heappey Robert Simmons Sebastian Ladimeji Simon Lloyd Steve Hewitt

Select location:

Displaying all results

Alan Simpson

Alan Simpson

Scotland | Business Development Director

Alan Simpson

Alan Simpson

Scotland | Business Development Director

  • Edinburgh
  • alan.simpson@closebrothers.com
  • +44 (0) 7908 638 796

Alan Simpson joined Close Brothers in March 2019 as Business Development Director for Scotland and has over 14 years’ experience in Financial Services. Previously working at Standard  Life Investments, he has held positions covering UK Wholesale, Global Financial Institutions, Pension Funds and Discretionary Managers both within the UK and laterally within the Nordics. He has also held positions looking after wholesale clients for both Scottish Widows and Verbatim Asset Management within the UK.

Darren Saddler

Darren Saddler

Head of Investment Business Development

Darren Saddler

Darren Saddler

Head of Investment Business Development

  • London City
  • darren.saddler@closebrothers.com
  • +44 (0) 789 063 0179 

Darren joined Close Brothers Asset Management in September 2009. He has worked in intermediary-facing roles for over 25 years. Prior to joining CBAM, Darren worked for Standard Life in Edinburgh and London. He holds the IMC.

Ian Christie

Ian Christie

North West | Business Development Director

Ian Christie

Ian Christie

North West | Business Development Director

  • Manchester
  • ian.christie@closebrothers.com
  • +44 (0) 789 662 0611 

Ian Christie joined Close Brothers in January 2011 as Business Development Manager for the North, and is based in our Manchester office. Ian is responsible for promoting our Discretionary portfolio management services to IFAs. Ian has extensive experience in financial services beginning his career in 1987 as an IFA. Before joining Close, he was the Client Services Director of an IFA specialising in affluent and HNW clients directly providing regulated investment advice. Prior to this, Ian was North West Investment Sales Manager for Premier Asset Management promoting their Discretionary Management Services, Structured products and Retail Funds.Ian also spent 11 years at Standard Life as an IFA account manager developing and maintaining key relationships and gaining extensive knowledge of the SIPP and Investment markets.

Kurt Davidson

Kurt Davidson

London and South East | Business Development Director

Kurt Davidson

Kurt Davidson

London and South East | Business Development Director

  • London City
  • kurt.davidson@closebrothers.com
  • +44 (0) 791 700 8680

Kurt joined Close Brothers in March 2018 as Business Development Director for London and the South East and has over 30 years’ experience in Financial Services.

He left Standard Life after nearly 20 years of service in 2008, the latter stage of his career as part of the Sales Investment Team. He then started his own distribution business where, amongst other projects, he helped set up and distribute a hedge fund, raised capital all over the UK and Ireland for various investment houses and family offices, including the Guinness family. Kurt also dealt directly with clients and advised on tax and Estate Planning with an advisory firm in the South East and worked with introducers on projects in Dubai and Italy as well as the UK.

He has maintained key relationships in London and the South East with extensive experience of the sales process at both face to face and business to business.

Mark Sofflet

Mark Sofflet

London and South East | Business Development Director

Mark Sofflet

Mark Sofflet

London and South East | Business Development Director

  • London City
  • mark.sofflet@closebrothers.com
  • +44 (0) 771 811 3809 

Mark has 24 years’ experience in the financial services industry. Mark joined us from AEGON UK where he spent five years helping to establish the Partnerships Sales Team. Mark spent 21 of those years in field-based roles supporting IFAs and restricted intermediaries, but he has also worked as an adviser. Prior to that he spent 10 years at Standard Life looking after IFAs in North London. He started his career at Norwich Union.

Matthew Heappey

Matthew Heappey

South West and M4 Corridor | Business Development Director

Matthew Heappey

Matthew Heappey

South West and M4 Corridor | Business Development Director

  • London City
  • matthew.heappey@closebrothers.com
  • +44 (0) 759 505 6322

Matthew joined Close Brothers in September 2016 as Business Development Director. He manages some of our key relationships in the South West and promotes the full range of the Close Investment Proposition. Prior to joining Close Brothers Asset Management, Matthew was a Retirement Specialist for AXA Life Invest focussing on the Decumulation stage of an adviser's advice proposition. Matthew joined AXA Life Invest from Standard Life where he held a variety of roles as part of a Trainee Account Manager programme. Matthew has a degree in Politics from the University of Newcastle.

Robert Simmons

Robert Simmons

National Account Manager

Robert Simmons

Robert Simmons

National Account Manager

  • London City
  • robert.simmons@closebrothers.com
  • +44 (0) 7510 586173

Robert Simmons joined Close Brothers Asset Management in April 2019, as a National Account Manager and has over 20 years’ experience in Financial Services. Prior to joining us Robert worked for Aegon UK, where most recently he was responsible for the relationships with National Adviser Firms, Networks and Service providers.   

He holds the IMC and is a member of the Personal Finance Society, holding the Diploma qualification.

Sebastian Ladimeji

Sebastian Ladimeji

London and South East | Business Development Director

Sebastian Ladimeji

Sebastian Ladimeji

London and South East | Business Development Director

  • London City
  • sebastian.ladimeji@closebrothers.com
  • +44 (0) 207 426 4179 

Sebastian has more than 17 years’ asset management experience supporting professional intermediaries. He has held key positions at Schroders, and SG Asset Management. Sebastian previously worked at Quartet Capital Partners where he managed the distribution of the firm’s bespoke discretionary investment service in the UK.

Simon Lloyd

Simon Lloyd

South West and South Wales | Business Development Director

Simon Lloyd

Simon Lloyd

South West and South Wales | Business Development Director

  • Bristol
  • simon.lloyd@closebrothers.com

Simon joined Close Brothers Asset Management in June 2019, providing IFA support through the South West and South Wales regions. Simon has over 25 years’ experience within financial services. Prior to joining Close Brothers Asset Management, he held positions at Barclays Bank, SIP Nordic, Meteor Asset Management and Charles Stanley. He is a member of the Personal Finance Society and holds the Diploma in Financial Planning qualification. 

Steve Hewitt

Steve Hewitt

Midlands | Business Development Director

Steve Hewitt

Steve Hewitt

Midlands | Business Development Director

  • London City
  • steve.hewitt@closebrothers.com
  • +44 (0) 790 862 0002

Steve Hewitt joined Close Brothers in February 2011 as Business Development Director for the Midlands. Steve has 25 years comprehensive experience in a variety of IFA facing roles. He joined Close from Standard Life, where he spent over 10 years in IFA sales leadership roles - most recently he had owned the lead relationships with major bank & wealth manager proposition partners.Prior to that Steve was Sales Manager for the UK Bank Distribution Team, and spent 4 years as IFA Area Sales Manager in the East Midlands Region.Steve has also previously worked for both Norwich Union and Equity & Law in intermediary facing roles.

Request a call back

Press enquiries

For all press enquiries, please contact cbam@teamspiritpr.com

Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future returns and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.