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Tel: +44 (0)845 643 5500
Where did your interest in corporate finance begin?
I began my career in finance qualifying as a Chartered Accountant with PwC, whilst gaining valuable experience on a broad range of audit clients from FTSE100 companies to smaller owner managed businesses.
I was always fascinated with the commercial side of business and had an instinct to be entrepreneurial, so when I left PwC in 2004, I took a plunge into the world of property development. After many successful years of developing properties in South Wales, the banking crisis struck and I took the opportunity to move back into finance, first in a commercial role with Lloyds Banking Group, advising on their Joint Venture with Compare the Market, and then as Financial Controller for Arriva UK Trains, helping to manage their portfolio of rail franchises.
More recently, I worked for six years in a predominantly corporate finance role for Castleoak, an award-winning specialist development, construction and manufacturing business in the retirement sector. Working closely with pension funds, private equity and banks, I helped to fund and deliver over £250m of developments. The most rewarding of these was helping to create and fund a start-up called Birchgrove, a PE backed Assisted Living product exclusively for rent. Being first to the market in the UK brought with it significant challenges (particularly for funding), but five years on, the business is fully operational and fast becoming a significant player in the UK retirement sector.
When did you join Gambit?
I joined Gambit in January 2021 and have been delighted by the welcome I have received from the team. I have aspired to join Gambit for many years as it has a fantastic reputation in the corporate finance market and the partners are renowned for being exceptionally client focused and entrepreneurial in their approach.
What might people not know about you?
I played tennis for Wales for many years and it gave me an amazing opportunity to travel the World and meet some extraordinary people. I first toured Europe when I was fourteen, going on to play US Collegiate Tennis in Alabama and then completed a four-year LTA scholarship at the University of Bath. During my placement year I worked with some of the world’s leading sports psychologists both in the UK and Australia and in my final year I went to Saudi Arabia for several weeks to train with their Davis Cup team. However, the highlight was in 2000 when I got to commentate for IBM on the Men’s Singles Final at Wimbledon, which was an incredible experience, if not very nerve racking!
In my spare time I love spending time with my family and two young children.