My platform journey began in 2001 with Selestia (now Quilter), and since then I’ve held senior roles at Old Mutual, Novia, and Aegon, building and running platforms across the industry.
In 2015, I became Chief Operating Officer at Aegon, where I led Customer Services, IT, and Change. I was also integral to the completion of the Cofunds and Blackrock purchases and subsequent integrations.
I joined the M&G Wealth Platform in 2020 as interim chief executive and was officially appointed CEO in 2021.
I live just outside Bath and have been married since 2001. Outside of work, I enjoy travelling, golf, and exploring history - particularly World War I and II.
I've worked in financial services since 2006, beginning my career as a paraplanner in Glasgow where I developed a deep appreciation for the adviser/client relationship.
In 2010, I transitioned into the platform space with AXA Wealth, and in 2016 joined M&G Wealth Platform (formerly Ascentric), now part of the wider M&G plc group.
With over a decade of experience in platform sales, I'm passionate about supporting adviser firms and helping them deliver outstanding outcomes for their clients.
I'm energised by the growth prospects of the platform and its evolving proposition, which I believes will continue to enhance the value delivered to advisers across the UK.
In July 2021 I joined the team as Chief Information Officer to lead technology delivery, service and transformation. Before that I was the Head of Operations and Portfolio at M&G.
Since 2005 I’ve held a variety of technology delivery and transformation roles across financial services and telecoms industry.
Outside of work I spends as much time as possible away from my screen and outdoors with my family - walking, running and camping.
I’m a Fellow Chartered and Certified Accountant, and I joined the Board and Executive Committee as CFO in 2020 following the acquisition of the platform by M&G plc. My responsibilities include planning, managing, and overseeing the company’s financial operations.
I’ve spent most of my career in financial services. Since joining M&G plc in 2011 I’ve held a variety of finance roles across the business and before that I worked in audit and advisory at BDO UK.
Outside of work, I’m a keen golfer.