Cofounder and CEO of Dynamic Planner, the UK’s leading digital financial advice platform. Today, we support over 2,000 financial advice firms who rely on Dynamic Planner to advise more than 2 million of their clients. Our investment services are used by 150 asset managers to profile and increasingly target over £280 billion in assets.Our purpose is simple: to help advice firms match people with suitable solutions through engaging financial planning - we do this so that people can fund the life they want to live at a risk that’s right for them. My journey in financial services began with PwC, as a strategy and marketing consultant. In 1998, seeing the opportunity the Internet provided to increase access to financial advice, I left PwC trained as a financial adviser and co-founded Sort Limited the UK’s first regulated online adviser, later acquired by mPower, a pioneering online advice provider in the U.S.Beyond my work at Dynamic Planner I serve on the Corporate Advisory Board for Urban Synergy, a youth mentoring charity that’s close to my heart and which helps young people write their own futures and reach their fullest potential.
Listed skills include Banking, Business Strategy, Change Management, Consulting, and 15 others.
