Prior to joining Equilibrium, I worked in financial services for more than 15 years – first qualifying as an accountant at EY whilst advising wealth and asset management clients on performance improvement plans, leading corporates through deals and integrations at PwC, and most recently, driving corporate strategy and M&A at Fidelity International, the global asset manager.
I joined Equilibrium in 2026 to lead our acquisition programme – finding partners who share our values, vision, and ambitions, helping to build on Equilibrium’s foundations as an highly entrepreneurial, financial planning-led business with over 30 years’ history.
Outside of work, I live in Winchester with my wife and young children. I’m a keen sports fan, enjoy rugby, cycling, golf and padel. Having been born and raised in Birmingham, I am a dedicated but tired Aston Villa fan.