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Board and NED

Independent judgement, constructive challenge.

I'm a Chartered Management Accountant, company director and trustee with more than 30 years' experience across finance, marketing, acquisitions and technology. I'm looking for non-executive and trustee roles where that mix is useful.

What I bring to a board

As Head of Marketing I regularly presented strategy and performance to the board of an international logistics group. That taught me how often management information looks better than it is. I once found a customer acquisition channel reported as profitable that was losing money, so I tend to test the assumptions behind a growth plan before I accept the plan.

My practical work with AI means I can ask the right questions of a technology proposal: what it will achieve, what it will cost and what could go wrong. I've discussed AI adoption, risk and professional scepticism as a CIMA and AICPA panellist.

I listen carefully, ask direct questions and respect the line between challenging a management team and trying to run the business for them.

Board competencies

  • Financial scrutiny and investment appraisal
  • Marketing and profitable growth strategy
  • Risk assessment and performance review
  • Mergers, acquisitions and integration
  • AI and digital transformation
  • Negotiation and stakeholder relationships
  • Governance and investment oversight
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Appointments

Board and trustee roles

  • 2025 to now

    Trustee, and Treasurer from 2026, The Stationers' Foundation

    An education and welfare charity supporting disadvantaged children, the communications industry and members of the Armed Forces. Member of the Investment Committee. As Treasurer I provide financial oversight and scrutinise the allocation of multi-million-pound charitable funds. I took part in the review of the Foundation's investment managers and contribute to grant, bursary and fundraising decisions.

  • 2013 to now

    Director and joint owner, Lloyd's underwriting investment company

    Oversight of investment strategy, portfolio risk and performance.

  • 2013 to now

    Director and joint owner, property and infrastructure companies

    Property and infrastructure interests including a major garden city development, including work on financing negotiations with partners and other stakeholders.

Executive background

Where the experience comes from

  • 2020 to now

    Marketing and growth consultant

    Marketing strategy, AI and automation for businesses, using customer and financial data to assess growth opportunities.

  • 2007 to 2020

    Head of Marketing, international logistics group

    UK and US marketing for an international premium logistics and fine art storage group. The group grew through organic growth and acquisitions, and I contributed to several acquisitions and a start-up.

  • 2001 to 2005

    Senior Finance Analyst, FTSE 100 pharmaceutical group

    Post-merger integration within a programme targeting £1.2bn in annual savings.

  • 1997 to 2001

    Finance Manager, UK direct marketing agency

    Led financial integration after a three-way merger. Introduced client profitability reporting.

  • 1995 to 1997

    Club Accountant, premium gaming and leisure group

    Systems integration after two acquisitions and analysis supporting the defence of a hostile takeover bid.

Qualifications and development

  • Chartered Management Accountant, ACMA CGMA (CIMA)
  • Member and NED Accelerator graduate, NEDonBoard / Institute of Board Members
  • M&A and business growth, The Scalable Company and Deal Makers Academy
  • Panellist, CIMA and AICPA, 2026
  • Liveryman, Stationers' Company
  • Fellow, Royal Geographical Society

Looking for a NED or trustee?

I'd welcome a conversation about your board's priorities and whether my experience fits.