Meet The Team
I have 20 years of experience in Financial Services, Banking and Insurance, having joined Amber River in January 2020 to help develop the Amber River group strategy and support the acquired Hub businesses in their growth and acquisition plans. In October 2021, I moved full time to Shipman Wealth Management as Chief Financial Officer.
Prior to Amber River, I worked at the national advice network Openwork, holding roles including Chief Financial Officer, Group Risk Director, Commercial Director and Head of Corporate Finance. During this period, Openwork grew both organically and through M&A from 1,800 advisers to over 4,000 and separated from insurer Zurich to become an independent business.
I helped to launch the Omnis Investment Management business which now manages over £11bn of client’s money and I was a Board Director of National IFA business 2plan which had c.250 advisers. I have also held roles at AXA Life and PwC.
I am a Fellow of the Institute of Chartered Accountants.