I provide bespoke and expert advice for individuals and businesses seeking to achieve four principle financial objectives over the long term: • To build and preserve wealth• To prepare for and optimise provisions for retirement • To achieve appropriate financial protection against risk • To manage a business more effectivelySt. James's Place Wealth Management is one of the UK's leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James's Place proposition is further enhanced by its distinctive approach to investment management.

I provide bespoke and expert advice for individuals and businesses seeking to achieve four principle financial objectives over the long term: • To build and preserve wealth• To prepare for and optimise provisions for retirement • To achieve appropriate financial protection against risk • To manage a business more effectivelySt. James's Place Wealth Management is one of the UK's leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James's Place proposition is further enhanced by its distinctive approach to investment management.

Commercially focused financier with eight years practice experience and three years in US corporates; utilising natural curiosity and a tenacious appetite to improve things to create a common goal and drive results.Role was newly created within a ThermoFisher Scientific division, with a focus on driving revenue and margin growth through insightful analysis, partnering with the Commercial team through implementation and the measure of results. A Senior Management role in the $600m Microbiology Division (MBD) within ThermoFisher Scientific (a $17bn US corporate). A newly created role to find ways to increase revenue and improve gross margin of the division, in the main by creating new and insightful analysis and supporting the commercial leads.Duties and responsibilities:• Training and development of a graduate Commercial Finance Analyst• Monthly reporting of Material Margin, explaining actual results for items such as product mix, price impacts, volume variances and foreign exchange• Ad hoc commercial analysis in order to develop revenue and/or margin opportunities• Working closely with commercial teams (Sales Leads, Product Management, and Marketing) on strategic development and growth projects. Advocate of the internal Practical Process Improvement (PPI) projects carried out internally, having been on two teams to achieve European pricing impact and European market growth

A Senior Finance Business Partnering role with a split focus: assisting with the UK side of Project Stardust (the $1.4bn divestment of Hanson Building Products (“HBP”) from Heidelberg GmbH to US Private Equity), alongside the core Senior Finance Manager position. Duties and responsibilities:• Partnered Operational and Commercial teams on strategic development and expansion projects.• Business partnered plant managers and the Operations Director to understand KPIs, identify issues and suggest strategies for improvement• Financial ownership of the two largest products lines within the HBP business line – Bricks and Aircrete (combined turnover of c£200m with growth c20% year on year)• Reported monthly results to UK CEO and UK FD• Monthly review of balance sheet, monitoring and improving internal controls, managing several indirect reportsSignificant achievements:• Ownership, management and control of the five year transactional forecast model for the HBP UK division, including the full ability to run sensitivity and scenario analysis• Developed the working capital model used to finalise cash payments on completion of Project Stardust, including revolving cash facilities• Designed and developed a fully integrated P&L, BS and Cash Flow model, used by the US bank and German transaction advisors, and presented to potential investors• Co-wrote the business plan and management presentation that was presented to potential investors in the US• Worked closely with operational teams to develop a successful re-commissioning proposal for a brick factory (the first to be re-opened amongst the major brick manufactures in Europe). £2m project, approved by UK CEO and German board• Development of expansion proposals:o Expansion of a product line production facilities - £3m project;o Expansion of a product line production facilities - £2m project; ando Re-build of a manufacturing unit - £70m project

Duties and responsibilities:• Writing and delivering concise yet compelling pitch documents alongside commercial and effective sales documents• Performing complex financial modelling with scenario testing and funding structure analysis• Adhering to and advocating the firm’s risk policies• Maintaining an open dialogue and building robust relationships with clients, intermediaries and those on the other side of a transaction• Providing a reliable and structured role model to allow for efficient, effective and productive team work• Brainstorming ideas, identifying issues and resolving them to present clear solutions to the clientKey Skills and achievements:• Project management• A precise thought process and a disciplined attention to detail• Ability to have insightful conversations with peers, clients and business associates• Providing a reliable and structured role model to allow for efficient, effective and productive team work• Member of the Grant Thornton advocacy team whose mission was to drive positive change throughout the firm• The Thames Valley team won Corporate Finance Team of the Year in the Thames Valley Business Magazine Deal Awards 2011-12 and 2012-13Key transactions:• £8m trade sale of Camera Corps (a camera design and manufacturing company) to Vitec plc• £7m trade sale of RealTime Health (a developer and implementer of patient flow optimisation process software into the NHS) to Allocate plc• Re-financing of a test and measurement rental company • Management buy-in of a listed European consumer goods manufacturer and retailer (deal size c€100m)• Trade disposal of a test and measurement equipment rental company (deal size £30m - £35m)• Cash extraction from a video conferencing equipment and solutions provider (deal size £25m - £30m)• Cash extraction from a SAP consultancy business (deal size £5m - £10m)• Trade disposal of a biscuit manufacturer (deal size £10m - £15m)

• Tax Transactions and key work• Negotiating with HMRC for an EMI scheme and EIS investment for a technology company• Key in creating a tax efficient structure for the sale of an individual’s shares in a group of telecommunications companies. The deal involved a combination of an MBO, a company purchase of own shares and Entrepreneurs’ Relief• MBO of a single recruitment company involving consideration in the form of QCBs, requiring clearance for a share-for-share exchangeDuties & Responsibilities:• Development of junior staff• Management of tax work for a portfolio of over 55 audits and numerous accounts preparations• Preparing budgets and fee quotes, and working effectively to ensure that budgets are met• Tax due diligence for the corporate finance department• Corresponded on HMRC Enquiries on client’s behalf, with matters ranging from aspect to full enquiries, general queries, and matters requiring prior HMRC clearance• Advised on tax work, including reviewing legal documents for tax matters, and pre-transaction HMRC clearance

• Worked on audit and accounts preparations for a range of companies from small Owner Managed Businesses to large corporations and a range of industries including manufacturing, not-for-profit organisations and solicitors• Built solid relationships with clients that have continued throughout my career. Developed management skills by leading and training junior members of staff• Three month secondment to Bentleys, Australia working as an Audit Senior within their accountancy practice (Summer 2008)Duties & Responsibilities:• Planning and completing audits up to c£100m turnover• Directly liaising with clients from planning to completion• Cash-flow forecasting and systems testing, Statutory and management accounts preparations and VAT returns for owner managed businesses