I lead the firm’s Client Asset (CASS) financial services team.
I have over 24 years experience of working in the financial services sector, providing audit, assurance, and advisory services to a broad range of regulated firms. I have specialised in client asset regulation for over a decade. My career has included working with firms in administration, as well as performing forensic and skilled person reviews for the FCA. I seconded to the FCA’s (formerly FSA) client asset supervisory team in 2010 and worked closely with the firm’s safeguarding specialist team. I am also a qualified accountant with the ICAEW (FCA).