I lead our finance, treasury, and regulatory reporting specialist reviews, including assurance work, Section 166 reviews, and transformation and advisory projects for a wide range of financial services clients. My work spans end-to-end reviews of finance and treasury control environments, transformation and change initiatives, ILAAP, Recovery Plans, Solvent Exit Analysis, Resolvability Assessment Frameworks, and regulatory reporting strategies. I’ve also conducted in-depth reviews of PRA and FCA regulatory reporting across key areas such as liquidity, credit, market risk, and more.
Prior to joining the firm, I spent over 25 years in senior finance and treasury roles at major retail, commercial, and investment banks—including Lloyds Banking Group, HSBC, TSB, Deutsche Bank, and Wells Fargo—serving as Finance Director, CFO, and Programme Transformation Lead. My experience has given me deep expertise in banking and markets, covering both primary and secondary products across banking and trading books, as well as capital, liquidity, funding, securitisations, and internal transfer pricing.
Beyond my core professional work, I’m passionate about how technology can drive positive change in society. I have a strong interest in fintech, healthtech, and the not-for-profit sector. I serve as a trustee and non-executive director at an international charity Hope and Homes for Children, and I’m an active committee member of the Cornhill Club, a financial services networking and dining group.
Outside of work, I’m a fitness enthusiast who enjoys participating in various sports. I also like to travel and immerse myself in different cultures around the world.
The PRA’s final Basel 3.1 and SDDT rules take effect from 1 January 2027. We outline the key changes and what firms should do now.
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Mid-market banks and building societies need to have their solvent exit planning in place by 1 October 2025. Follow our tips and advice to help you prepare.
