• Change Management – support acquired offices to integrate into the wider business with a focus on efficiencies and growth• Managed the integration of acquired businesses ensuring smooth transition and alignment with corporate goals• Growth – increased revenue through adviser recruitment• Recruitment of salaried advisers to support succession planning and adviser/client handover• Business consultancy – support local offices with people, operational and organic growth

• Oversaw post sale integration ensuring continuity of operations and retention of key personnel• Oversaw the day-to-day operations of the business and management of people and growth• Growth – doubled adviser numbers and revenue through adviser recruitment• Business Development – developed the Individual adviser acquisition structure, led the proposition and roll out