Services
Chairman & Non Executive Director
- Chairman of LCU, one of the UK’s largest Credit Unions
- Board Director and Trustee at Citizens Advice Bureau (Scotland)
- Chair of Finance and Audit sub-committees
Board Advisory
- Retained consultancy to advise the Board on the requirements of becoming a fully licenced Bank
- An interim assignment to provide Strategic Intervention and Acute Transformation with a Regulated Lending and Savings provider
- Providing advisory services to the ExCo of an established digital bank, giving insights and counsel to help drive its next growth phase.
- Board Advisor to UK Fintech Startup, providing full-service outsourced retail deposit raising solution for Banks and Building Societies
- Advisor to SME Challenger Startup, supporting Banking Licence application and subsequent bank build
- Board Advisor to VC Fund specialising in Fintech and Insuretech, with particular focus on opportunities in South Africa
Consulting
- Retained Advisor to a UK Challenger Bank to support their rapid growth ambitions
- Providing consultancy to a Baltic bank with a newly granted UK banking licence, to enable it to develop its systems, products and processes, to take its proposition to market
- Working with a UK Challenger Bank to define and deliver its Target Operating Model
- Working with a US-based firm to help their development of a Deposit Aggregator Platform
- Helping a UK Challenger Bank to move from insourced to outsourced solution
- Providing review and recommendations on major outsourcing contract to provide UK Bank with negotiation and leverage to achieve seven-figure cost savings and contract improvements.
Angel Investor
- Providing Seed and pre-Seed Funding to a variety of UK Fintech Startups
Coach & Mentor
- CEO Co-Pilot, supporting newer CEOs as they develop in their roles
- Providing 1:1 Coaching and Mentoring to senior professionals
- A range of seniorities and sectors including Retail, Fintech, IT Services, and Financial Services
Guest Lecturer
- Invited to lecture on Challenger Banking at a prestigious University Business School (Top 5 in the UK, Top 20 globally)
Discovery Sessions
- Providing access to quick gains and rapid learnings through short discovery sessions, usually by phone or video-conference.
- Access to broad knowledge-base including Challenger Banking, Retail Deposits, Liquidity Management, Pricing Optimisation, Price Elasticity, Deposit Aggregators, Best Buy Tables, KPIs, KRIs, Solution Assessment, Outsourcing, Vendor Management, Building New Operations, Brand Development and many more.