I have helped lots of financial advisory and wealth management owners organise their businesses for growth, allowing them to define areas for greater efficiency and develop clear roadmaps for enhanced performance. This is proven in how I have helped to sell over £200 million in value over the course of 2 years through merges and acquisitions. With me, you will use tailored operating frameworks, with clearly outlined leadership responsibilities, you can set achievable milestones that help you to meet your short-, medium- and long-term business goals.

Having owned my own financial advisory firm for 20 years, I know all too well the highs and lows of building a business and the processes that go into it. I use my experience of business ownership to help people like you avoid making the same mistakes in your processes and decision making.

I built SilverBack with the vision of helping other firms build their business strategy, structure and processes, with the hope that combining these factors can create the optimum environment for a business to thrive. My aim is to continue to see other businesses reach their potential and to help the individuals involved grow as leaders along the way.

Part of SilverBack’s long-term goal is to continue working closely 1-1 with firms but also move into a position to work with groups of firms. I hope this will assist with strengthening the network of clients I have worked so hard to achieve up until now.