We have one of the most experienced teams in the sector. Our breadth and depth of technical expertise, coupled with our business and international understanding sets us apart. We are responsible employers and have a highly stable and committed team that we continue to develop to exceed client expectations.

 

Sales

 

Craig Cheyne 

Group Head of Sales

Craig brings over twenty-five years’ experience in financial services to Momentum along with particularly valuable insight on the IFA sector. Initially, Craig worked in the banking sector before qualifying and building a career as an IFA, advising on investments, pensions, protection and mortgages, before moving onward to relationship management. Prior to joining Momentum, Craig gained inter-national experience in Singapore and South East Asia, working with expatriate distribution channels for a large global life company.

Paul Forman 

Head of Sales - Europe

Paul has been involved in financial services for over twenty years, including sales-specific roles for the last fifteen years. He is a Chartered Financial Planner and holds Fellowship status with the Personal Finance Society. Based in Momentum’s Manchester office, Paul has extensive UK and inter-national experience which he gained in earlier roles as a sales director with an international pension trustee in the Isle of Man and as regional sales manager for a leading offshore life office in Asia.

 

John McCreadie 

Head of Sales - UK

John has over thirty years’ experience in UK financial services engaged in high profile roles with household names in the pensions market, including Friends Life and Scottish Widows. John also spent a period as head of sales and marketing for a national advisory firm. John’s role, as head of sales UK is to develop Momentum’s expanding UK pension proposition, offering guidance and support to professional advisers looking for bespoke pension solutions.

Julian Weston 

Business Development Manager (East of England & Home Counties)

Julian joins from Vitality and was previously a Senior Account Manager at Scottish Widows where he was responsible for a range of key advisers specialising in pensions. His wide experience and expertise included advising IFAs and employers on the impact and opportunities resulting from auto enrollment and pension freedoms.

 

John Gray 

Sales Support

Prior to joining Momentum, John spent three years working with an established QROPS and QNUPS provider based in Malta. During his time there, he oversaw a team in the administration department, which provided him with valuable and practical experience in this pensions sector. This experience has developed further with his roles in Momentum, which include working with the investment team in analysis as well as his current position of providing sales support within the sales team.

Gemma Coster 

Sales Support

Gemma has worked in the financial services industry for sixteen years in various client-facing and business development roles in pensions with household names such as Friends Life and Aviva. Gemma’s role is to support the business development team, assisting financial advisers and their clients in developing appropriate pension solutions, taking them through the on-boarding processes and using her wealth of experience to help enhance our broader relationships.