I specialise in working with acquisitive financial services companies, helping them identify and assess risks and opportunities. My client base is quite varied and includes quoted companies as well mid-market owner managed or private equity backed businesses.
I have over 15 years of professional services experience, as well as five years industry experience in senior finance positions at various financial institutions. Clients like working with me as I bring perspectives from my times working in finance roles.
I have led transactions in the banking, lending, wealth management, asset management, fund administration, payments and insurance sectors.
Outside of work, I enjoy spending time with my family, exercising and reading.
Qualifications
- Chartered FCSI (Chartered Fellow of the Institute for Securities and Investment)
- FCA (Fellow of the Institute of Chartered Accountants in England and Wales)