Institution type: FTSE 100 institution
Serving within the core actuarial function over a seven-year tenure, I built foundational expertise across pricing, financial reporting, and complex systems integration. This provided deep, systemic insight into the mathematical engine room and capital reporting frameworks of a major global insurer.
Institution type: FTSE 100 institution
Operating within the core UK actuarial function, I managed complex regulatory reporting frameworks (IFRS, FSA) and modernized overarching valuation processes. I directed critical system modifications to ensure strict compliance with Retail Distribution Review (RDR) mandates across conventional with-profits and annuity product lines.
Institution type: Start-up privately funded
Acting as the International Product Development Actuary, I engineered the mathematical architecture and commercial proposition for a key overseas subsidiary. Chaired the Pricing and Product Development Working Group, successfully orchestrating the fast-track design and commercial launch of a new product suite into the European market.
Institution type: FTSE 250 institution
Operating as a Pricing Actuary and Retirement Pricing Manager, I designed and structured complex retirement and equity release propositions for a multi-billion-pound business line. I balanced stringent capital and risk constraints with the mandate to manufacture highly competitive, market-facing products.
Institution type: FTSE 100 institution
Operating as a Senior Actuary within Research & Development, I spearheaded new product development for thise FTSE 100 wealth manager. I focused heavily on integrating technological architecture to drive operational leverage across both back-office systems and frontline advisory distribution.
Institution type: Professional body
Deeply embedded in institutional governance, I have served as a formal member of the IFoA Pensions Board. Furthermore, I have chaired dedicated working parties investigating the structural mechanics and commercial realities of both pension accumulation and decumulation.
Institution type: Professional body
Holding the designation of Fellow of the Personal Finance Society (FPFS), I maintain the highest level of professional standing within the CII framework, cementing the bridge between institutional theory and applied financial planning.
Institution type: Established SME
Managing over £75m of FUM across 400 clients, I delivered high-level wealth management within a strictly regulated environment. Crucially, I acted as the adviser lead for technological integration, embedding AI and cashflow modeling software to eliminate structural friction in the delivery of advice.
Institution type: Start-up micro business
Transitioning to the “Shop Floor”, as
As a founding Partner, I built and scaled an SME regulated advisory firm servicing over 1,000 clients across over £100m of FUM. Under my commercial and compliance oversight, the firm became the UK’s first advisory business to secure accredited membership in the IFoA Quality Assurance Scheme (SQAR).
Institution type: Small film production company
Operating as Finance Non-Executive Director, I provided strict commercial oversight and risk mitigation for a creative SME. I structured the core investment case, successfully raised capital, and orchestrated a high-profile global film premiere in London.
Institution type: Elite SME member organisation
As a former executive member and peer advisory board participant, I operated within an exclusive, cross-sector group of CEOs and scaling founders. This environment enforced rigorous commercial thinking, allowing me to act as an objective sounding board for leaders navigating structural friction and strategic exit planning.
Institution type: Networking group
Operateding as a Director Consultant, I engineered the launch and scalable growth of the "Tour de Force" commercial networking group in 2018. I designed the initial growth architecture that rapidly scaled the group to a sustainable 30-member enterprise that remains highly active today.
