Experience

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  View Advise Limited

  • Lancing, England, United Kingdom

  • Director

    • Aug 2019 - Present
    • Lancing, England, United Kingdom
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  The Chartered Institute of Taxation

  • Finance Committee Member

    • May 2019 - Present
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  Neptune Maritime Agencies Limited

  • Worthing, England, United Kingdom

  • Co-founder and Director

    • Feb 2017 - Mar 2021
    • Worthing, England, United Kingdom

    Co-founder and Principal of Neptune Maritime Agencies, which was created to develop an insurance agency start-up in the marine sector.

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  Howden UK Group Ltd

  • London

  • Chief Financial Officer, Howden UK Group Ltd

    • Feb 2015 - Jan 2017
    • London

    Following the acquisition by PE-backed Hyperion Insurance Group Ltd of RK Harrison Group Ltd in April 2015, I was appointed CFO of Howden UK Group Ltd to lead the finance team through the merger and integration of the UK broking business of Hyperion and RKH.

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  Career Break

  • London

  • Student

    • Sep 2010 - Dec 2014
    • London

    I completed the following courses of study as part of a voluntary career sabbatical: the ACCA qualification, the Bar Professional Training Course (I have been called to the English Bar); a Masters in Finance (MiF) at London Business School; a Masters of Laws (LLM) at the College of Law; the Advan...

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  Jardine Lloyd Thompson

  • United Kingdom
  • Insurance
  • 700 & Above Employee

  • Head of Corporate Finance

    • Jan 2005 - Sep 2010

    I managed the processes for global M&A, including the following: > Investigated and established the business cases for a substantial number of acquisitions in the UK, continental Europe, USA, Canada, Latin America, Asia and Australasia. > Managed the M&A transaction process, led teams composed of in-house and external personnel to address the commercial, financial, regulatory, legal and tax situation of the target companies in due diligence. Carried out due diligence for commercial, financial and tax matters; participated in deal negotiations; drafted reports and presented to the PLC Executive; made recommendations as to whether to proceed with the transaction; and negotiated and drafted legal documentation for the transactions.> Managed business unit disposals, including the successful disposal of the group's substantial US insurance broking business, which required close working with colleagues working in the US businesses being sold and with a US investment bank.I also carried out strategic reviews and financial analysis of existing business units of the Group and feasibility studies for proposed new business operations: addressed all relevant commercial, financial, legal & regulatory and tax aspects; presented recommendations to the PLC Executive; and proposed solutions for financial, legal and tax structuring issues.I provided advice to the PLC Executive on tax issues arising and on accounting under IFRS and UK GAAP, including the initial leadership of the group’s successful transition to full IFRS reporting in 2005/06.In parallel with the above duties, I served as the divisional Finance Director for the group's newly established Insurance Management unit with operations in Bermuda, Guernsey, Barbados and Malta, managed the financial affairs of the division, controlled its financial reporting & budgeting processes and advised the divisional MD (who was a PLC board director).

  • Head of Tax

    • May 1992 - Dec 2004

    I established and managed the Group's in-house tax function, which included the following responsibilities:> Leading the Group Tax team and managing the overall tax compliance responsibilities and tax planning needs of the Group on a worldwide basis including:>> day to day management of all UK Corporation Tax, PAYE, VAT and IPT compliance and planning for the Group’s UK companies.>> day to day management of all US corporate income tax compliance and planning for the US sub-group of companies, including the preparation of federal and state tax returns.>> regular monitoring of the tax compliance for companies in the rest of the world and active participation in the identification and implementation of appropriate tax planning strategies.>> the establishment and maintenance of tax efficient global corporate and business structures.> Managed the Group’s tax related financial reporting obligations, including current and deferred tax accounting calculations, provisioning and disclosures under IFRS and UK GAAP.> Managed tax and financial due diligence and tax planning for UK and overseas acquisitions; and drafted and negotiated the tax sections of share sale and purchase agreements.I was promoted to be Group Head of Corporate Finance with effect from 1 January 2005

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  Mills & Allen Ltd

  • London

  • Tax & Treasury Manager

    • 1991 - 1992
    • London

    Outdoor and Cinema Advertising subsidiary of Avenir Havas MediaEstablished an in-house tax function and also managed the treasury affairs of the UK group, including cash flow forecasting and working with the parent company and lending bankers.

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  Elders Agribusiness Europe

  • London

  • Tax Manager

    • 1990 - 1991
    • London

    Agribusiness Commodity Processing and Trading unit of Elders IXL (now Fosters Brewing Group)Established an in-house tax function taking over from the auditors for the UK and Belgian sub-group, reporting to the parent company in Australia.

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  Grant Thornton LLP

  • Brighton, United Kingdom

  • Tax Assistant (Institute of Taxation (“ATII”, now “CTA”) training contract)

    • 1985 - 1990
    • Brighton, United Kingdom

    Employed on an ATII training contract and undertook corporate tax, VAT and PAYE compliance, planning and advisory work for a variety of UK companies and unincorporated businesses, and income tax compliance and planning work for UK domiciled individuals and non-UK expatriates.