I’ve worked in the finance industry for over 30 years, focusing mainly on wealth management. During that time, I’ve gained a breadth of knowledge and experience across all aspects of the business, including strategy execution, client proposition, operating model design and outsourcing negotiations. Having worked within the industry, including managing a client service team, I advise with empathy, knowing what change feels like in practice and how to get the buy-in needed for success. Pragmatism is key to my approach, balancing the need for controls and compliance against the needs of both firm and clients for flexibility and efficiency.