Director of Strategy
Fellow of the Personal Finance Society, Investment Management Certificate holder and PRINCE 2 Project Practitioner & Agile Project Manager. Responsible for LIFT-Invest and has management responsibility of IT, Marketing and Finance.
I am operationally responsible for LIFT- Invest and led the company from the initial Financial Conduct Authority (FCA) application through to it becoming a £435m assets under management (AUM) business. I still retain operational responsibility for the business now after it launched in 2017. I also have management responsibility for IT, Marketing and Finance for LIFT-Financial Group. I mainly work with suppliers and providers to help make us the best in the industry.
Many things drive me within my role; I'd say the main one is ensuring that we are the best at what we do, I am always striving to improve and progress, to help us remain leaders in our field. I aim to continually evolve the business, by utilising technology to enhance our proposition and the service we can provide to clients.
I enjoy my role so much because of the variety of different opportunities it offers me. Whilst working at LIFT, I have enjoyed seeing the evolution of the business over time as a result of projects. LIFT-Invest's success has also been gratifying to oversee and is a rewarding business to be involved with.
- Spare time?
- Hockey, skiing, golf & triathlon.
- Favourite city?
- San Diego
- What gives you a LIFT?
- Going on holiday and socialising with family and friends.