Wealth Wizards' founding purpose is to make expert financial guidance and advice affordable and accessible to all. Its vision is a future where everybody in society has digital access to jargon-free expert financial help, 24/7, supported by qualified human experts when required.The Company’s end to end technology platform allows forward thinking organisations to automate regulated and compliant customer journeys to engage, advise and execute on everyday financial planning decisions that improve financial wellbeing and deliver good outcomes.The Company’s customers are financial services organisations, intermediaries and employers responding to the desire to access and engage with mass market consumers and employees within a regulated framework in a cost effective and user-friendly manner.

Investor in climate.vc fund fighting climate change and building a sustainable future by funding early-stage UK-based climate startups.

Management consultancy for strategy, commercial and proposition development.

A boutique consulting business specialising in retail financial services products, proposition development and commercial strategy, currently serving a range of European clients.

Developing and evaluating growth strategies, managing financial forecasting and valuations.

Specialising in retail financial services strategy, product development and commercial development.

Money Portal was a service provider to one of the UK’s largest groups of independent financial advisers as well as directly to consumers.As a direct report of a board member, led strategy and proposition development for the direct to consumer business, built commercial models for key strategic initiatives and produced analysis for Board review, and implemented an end-to-end, research supported, “new model” investments advice process for advisers with high user satisfaction.

Created a new web software application to address the UK consumer investments market. Sold the business to Money Portal in November 2006 and joined the acquirer.

Launched in March 2005, Zopa was the world's first online 'peer-to-peer' lending marketplace. As part of founding team, advised on business model, business case , and development of customer proposition.

Member of business unit executive team with P&L accountability. Responsible for strategy and proposition development. Achieved significant turn-around in P&L result before its sale to Fidelity Funds Network.

Part of the founding management team.