My team provided financial performance and valuation analysis helping companies understand why investors see them as they do, who they are compared with and what might change this. We advised on how to communicate with investors when financial accounts don’t produce a clear picture and how to adjust the company’s narrative when accounting changes. We also analysed trends in stock market and sector performance, monitored market earnings and dividend expectations, modelled index reviews, tracked frequency and timing of reporting and followed guidance practices and choice and use of KPIs.

Providing expert advice to a range of UK listed clients of varying market capitalisations, across varying sectors, to manage and develop interactions with institutional investors to build positive, long-term relationships that support the clients’ strategic goals.Supporting investor relations teams, covering key issues including: strategic investor communications; governance issues; investor targeting and roadshows; capital structure; and M&A. Providing detailed financial performance and valuation analysis, market and sector trends and institutional shareholder profile. Conducting comprehensive independent assessments of institutional investor perceptions and presenting the findings to the Board/senior leadership of the client.

Responsible for Makinson Cowell people matters.- Cyclical people processes including; talent and performance reviews, salary and bonus reviews and promotions.- Workforce planning and recruitment.- Coaching and development of performance managers through people processes, ensuring they have the right skills to help colleagues manage their careers and retain top talent.- Management of under performance through facilitating performance plans.- Resolution of personal, ethical or wellbeing concerns for staff