I lead the firm’s pensions advisory practice across the north. I advise trustees and companies on a range of covenant issues, including regular valuation support, assessment of the impact of significant scheme and company events such as restructuring, reorganisations or mergers, and routine monitoring, together with affordability and alternative security options.
Prior to moving into employer covenant advice, I spent over 15 years in business in a number of senior finance roles including business planning and strategy, financial reporting, post-acquisition integration and culture change, financial projects and analysis. I was head of M&A, company secretary, treasurer and I set up a DB/DC pension scheme which I ran as chair of trustees.
My early career was in corporate finance, where I advised extensively on management buy-outs, business valuations and public company transactions.
With this varied experience, I am able to guide employers on how a trustee thinks, but equally to guide trustees on how an employer will see situations. There is nothing quite like having been there and done it.
Outside work, I am blessed to have two grandchildren with another on the way. I am an occasional Spurs supporter so after a period of underperformance am enjoying recent years and look forward to the glory days!
- FCA (Fellow of the Institute of Chartered Accountants in England and Wales)