About me
Throughout my 20+ year journey in the financial services industry, I've worn many hats - Director of Strategy, Chief Operating Officer, Director of M&A and a non-executive role in the NHS. I have built a successful track record partnering with CEOs on strategy, M&A, special projects and stakeholder engagement. Now I bring that wealth of experience to my clients as an independent consultant.
I'm based in Exeter and mainly work remotely, but I still travel a fair bit for work. I live here with my two kids, my husband and my dog.
Key skills
Strategic planning and analysis
8 years in senior strategy roles
End to end M&A and integration process
40 acquisitions completed to date
Board and investor engagement
6 years in a private equity backed firm
Communicating complex information
across all formats
Work history
Independent Consultant
2022 - present
QantX (venture capital firm)
2023 - present
Chief Operating Officer
Succession Wealth
2015-2022
Director of M&A (2021-2022)
Director of Strategic Planning (2019-2021)
Head of Corporate Development (2015-2019)
NHS Devon CCG
2015-2019
Non-executive director, Finance
UBS Australia
2006-2014
Asia Pacific Chief Operating Officer, CCS (2013-2014)
Director, Investment Bank Strategy & CEO Office (2006-2013)
Williams de Broe
2004-2006
Corporate Finance Manager, London
HSBC
2001-2004
Corporate Finance Graduate Trainee, London and Hong Kong
Education
University of Cambridge
1998-2001
Economics (MA Cantab)
Get in touch
Book a call
Send me a message using the contact form below to arrange an informal discussion. I'd love to hear about your project and see if I can help you.
Connect on social media
I'm always happy to connect on LinkedIn or Twitter - looking forward to hearing from you!