After graduating with an MA in accountancy I have worked in the financial services industry since 1992, joining Mattioli Woods three years later to become the Group’s first graduate trainee consultant. Throughout those early years I specialised in advising my clients on all aspects of retirement and wealth planning before adding management responsibility for the Group’s sales and marketing functions. This culminated in my appointment to the Plc Board in 2005 and ultimately my role as Group Managing Director.
After 15 years on the Plc board and seeking a balance in life I decided to stand down at the 2019 AGM and continue on in an ambassadorial and advisory role, while remaining actively involved in the Group’s acquisitions strategy.
Life is for living and I have many passions including listening to and playing music, motorsport and skiing. I am very social and love a good get together.