Robin O’Grady

Robin created The O’Grady Says Consultancy in 2018 to work with like minded individuals. He also assists IFA businesses with acquisitions and exit strategies through his introductory relationship with Phase 2 Consulting (More than just a Broker).

A highly experienced sales & marketing professional, he was actively involved in the IFA sector for 39 years. As Head of Business Development, he was a champion of DFM and managed sales teams at Christows/Williams de Broë, Saltus and Hawksmoor during his successful Sales career.

Robin began his career in financial services in 1975 when he joined Schroder Life’s Head Office in Portsmouth. 4 years in and too exciting to be an accountant, he was offered a sales role as Broker Consultant in their successful Broker Division and never looked back. An excellent man-manager, with strong inter-personal skills, he recruited & developed highly successful individuals & sales teams on a number of occasions.

Qualified at Diploma 4 Level, Robin also acted as an Examiner for the Chartered Insurance Institute’s Financial Planning examinations.

Professional appointments included; Chairman of the Life Insurance Association (LIA) Hants & Dorset Region in 2003 & 2004, Member Director of the Personal Finance Society (PFS) 2006/08 and Vice-President of the PFS 2007/08.

Robin is a keen sportsman, with a love for football, cricket & golf. He is a Pompey season ticket holder, Acting Chairman & Treasurer of Burridge Cricket Club and an Ambassador for the Lashings World Cricket XI. When Covid allows, he enjoys travelling to sunny places, real ales, wine, socialising & achieving the best in life.

 

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