James Floyd

Commander
DISC Type : D

Non Executive Director at Enhance Group

Greater Exeter Area, United Kingdom

Overview

James Floyd is the Managing Director of Alltrust Services and Co-Founder of UAP Group, specializing in complex pension administration for assets like commercial property and unlisted equity. A graduate of the University of Exeter with an MBA, he is described by colleagues as professional, knowledgeable, and enthusiastic.

Outside of his leadership roles, James is the author of "Perspectives from Pensions, " a publication where he shares his expert commentary and insights on the evolving landscape of the pension industry. This reflects a personal commitment to thought leadership in his field.

He co-founded a pension administration firm specifically to handle complex, non-standard assets that most providers are unable to accommodate.

Personality Overview

Decisive

Candid & Clear

Very Quick

They like to move fast and expect the same from others.  They respond better to strong and respectful interactions. They are not always relationship oriented.

Topics They Care About

Complex Pension Assets
He co-founded UAP to solve the problem of pensions not accommodating complex assets like unlisted equity and commercial property, which is his firm's core focus.
Pension Industry Commentary
He actively writes and publishes "Perspectives from Pensions, " a newsletter dedicated to analyzing market trends, regulations, and the future of specialist pension administration.
Multi-jurisdictional Finance
His firm, UAP Group, operates in the UK, Guernsey, and Spain, and his past experience includes extensive business development across the EU, Middle East, and Latin America.

Media Appearances

Sponsor Session - Alltrust and The UAP Group. Featured in Investment International

See Now

Work History

12-2024
Non Executive Director at Enhance Group
12-2022
Managing Director at Alltrust
11-2019
Co-Founder at The UAP Group
8-2016 - 1-2020
Proposition Director- MD at Beacon Global Group
1-2014 - 9-2021
Managing Director and Partner at Brook Green Capital Ltd

Education

9-2024 - 8-2026
Master of Business Administration - MBA from University of Exeter
2006 - 2009
BA(Hons) 1st Class from University of Exeter

More Information

Social Presence :

Prographics :

Exp : 20 Location : Greater Exeter Area, United Kingdom Job Level : Senior Designation : Non Executive Director at Enhance Group
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Refer to testimonials from well-known industry leaders
  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.

DONT's

  • Do not spend too much time focusing on product tech or features
  • Avoid being too verbose
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from James

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will James move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can James take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And James

Personality Compatibility


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