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Non-Executive Director Services

Over 25 years in the regulated financial services space, spent growing fiduciary and pension businesses from the ground up: as administrator, director, managing director and, ultimately, CEO of a five-business regulated group. I now bring that board-level and governance experience to NED and advisory roles.

Chartered Director (CDir), Trust and Estate Practitioner (TEP), and an approved key person with the Isle of Man Financial Services Authority.

25+ Years
In the regulated space
100+
Chartered Director
20+ Years
Trust and Estate Practitioner (TEP)
Roles Held
TCSP DirectorDesignated BusinessMLRO
Managing Director
TCSP / fiduciary business, board level

Board director and "A" signatory on client entities and in-house trustee/nominee companies. Led the TCSP/fiduciary business at board level.

TCSP DirectorPension DirectorDesignated BusinessDeputy MLRO
Director
2007 – 2019

Approved Key Person under the IOMFSA, overseeing regulated pension and fiduciary businesses.

CEO
CEO
2019 – 2026

Led five regulated businesses as Group CEO, a team of 100 across multiple offices.

NEDPension Director
Non-Executive Director
08/2019 – 04/2021

Independent oversight and governance for a regulated pensions business.

What Chartered Director Status Represents

Institute of Directors, CDir

Chartered Director is the IoD's gold-standard, internationally recognised status: an experience-based assessment of how a director actually works within their organisation, not just a qualification.

01Vision, purpose, values and ethics: setting the direction and moral compass of an organisation.
02Strategic thinking and stakeholder management: balancing competing interests while steering long-term direction.
03Delegation to management: the judgement to direct without doing, and to trust without abdicating oversight.
04Discharging director duties: as a competent member of a collective, responsible board.
05Exercising effective, accountable leadership: leading with authority that can be held to account.
IoD Chartered Director (CDir) IoD Diploma in Company Direction IoD Certificate of Company Direction Trust and Estate Practitioner (TEP), 2005 IOMFSA Key Approved Person
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