Best Startup
At Best Startup UK we track over 130,000 UK startups and over 500,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top United Kingdom based CFO’ operating in the Financial Services space. If you think a CFO’ is missing from this list, feel free to contact our editor on editor@beststartup.co.uk.
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Companies House UK, Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Jonathan Biggs
COO & CFO — London of Accel
Jon Biggs joined Accel in 2001 and is Accel London’s chief operating officer. Jon runs the operations of the London office. He sits on the judging panel of the UK Private Business Awards and was instrumental in working with NACUE in its efforts to champion employment in early stage companies for new graduates. Prior to Accel, Jon worked at AXA Investment Managers, and before that worked at Deutsche Bank and Mirabaud & Cie in London. He qualified as a Chartered Accountant at PWC. Jon is from the South of England and graduated from the University of Bristol.
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About Accel: Accel is an early and growth-stage venture capital firm that helps a global community of entrepreneurs.
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Angelie Panteli
CFO & Board Director of LendInvest
Angelie is a chartered accountant and chartered tax adviser and has extensive experience in roles across both large global listed businesses and more recently, fast growth technology businesses. Prior to joining LendInvest, Angelie was at Blippar, the world leading augmented reality technology company. Angelie heads up our finance team and is a member of LendInvest’s Board of Directors.
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About LendInvest: LendInvest is the leading marketplace platform for property finance.
Alex Goodway
CFO of Kindred Capital
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About Kindred Capital: Kindred is an early stage venture capital fund based in London that practises equitable venture.
Giovanni Pericolini
Finance Director & CFO of Medicxi Ventures
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About Medicxi Ventures: Medicxi is a life sciences-focused investment firm.
Philip Parsons
Chief Financial Officer of Trading 212
Philip Parsons is the Chief Financial Officer at Trading 212.
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About Trading 212: Trading 212 is a fintech company that provides free, smart apps to democratize the economic market.
Ben Wilkinson
CFO of Molten Ventures
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About Molten Ventures: Molten Ventures is Europe’s largest listed tech VC firm. We inject the most visionary companies with energy to help them transform and grow.
Cristina Alba Ochoa
CFO of OakNorth
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About OakNorth: OakNorth is the creator of the ON Credit Intelligence Suite – proven cloud software that transforms commercial lending
Stephen Farry
Chief Financial Officer of VANSO
Mr. Stephen Farry holds a Bachelors degree in Commerce (majoring in Accounting) from University of Otago, New Zealand and is a Chartered Accountant. Stephen has a proven track record within several large organisations, that include Deutsche Bank and BNP Paribas, amongst others. Stephen has been in Nigeria for two years and has overseen the migration to IAS reporting standards. He has also been instrumental in the engagement of KPMG as company auditors for the period of 2013 and 2014.
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About VANSO: VANSO is a software and telecoms company that delivers solutions throughout the financial services industry.
Fiona Tee
Chief Financial Officer of Currencycloud
Fiona joined Currency Cloud in April 2016. In her role as CFO, she oversees finance, human resources, compliance (risk and regulatory) and operations. With over 30 years’ industry experience across financial services, telecoms and tech, Fiona’s real passion lies with innovative high-growth companies. She is a strong believer that the role of CFO goes far beyond looking after the numbers – for Fiona, the most satisfying roles are those that bring true partnership with the strategic and commercial side of the business. In a nutshell, “putting things in place, and making things happen?” Previous roles include CFO at Mondex International, from the inception of digital payment innovation, and CFO at Intelligent Environments Europe, a market leader in mobile and online banking solutions, combining financial strategy and commercial focus to guide each business on its journey. Seven years of interim management within the VC community further fuelled Fiona’s interest in entrepreneurship and innovation. She has also founded a successful software business of her own. Fiona is passionate about the need to provide more role models for women in finance and technology. Away from her desk, she can be found skiing, or exploring the latest fitness fads in London with her two girls.
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About Currencycloud: Currencycloud specializes in a fully cloud-based platform for B2B cross-border payments.
Niall McConnell
Founder & Chief Financial Officer of Ziglu
Niall McConnell is the co-founder and Chief Financial Officer at Ziglu.
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About Ziglu: Ziglu provides a digital platform that enables customers to exchange fiat currency for cryptocurrency.
Anthony Murphy
Chief Financial Officer of Tandem
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About Tandem: Tandem is building a bank and financial management universe, focused on freeing users from financial stress by making money simple.
Ian Milbourn
Chief Financial Officer of Notion Capital
Ian is a partner at Notion; he co-founded the firm in 2009 and is the Chief Financial Officer. Ian sits on the board of Zattikka and eSeller within Notion’s portfolio and focuses on the Consumer Services sector. Ian has a wealth of experience in corporate finance having led a number of transactions during his career. He is a qualified accountant and started his career at Ernst & Young in their entrepreneurial services division where he worked with a wide range of early to mid-stage growth businesses. Ian joined MessageLabs in 2003 where he led transactions for both MessageLabs and Star covering financing and M&A in both the UK and US markets. Additionally, Ian managed all aspects of tax, equity incentives and financing for the company. Ian holds an honours degree in Business Management from University of Leeds.
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About Notion Capital, SeedCloud: Notion is an early-stage venture fund that focuses on technology and cloud computing markets.
Daniel Drummer
CFO of Auxmoney
Daniel is working as Vice President for Fintech Strategy & Partnership at the Corporate & Investment Bank of JP Morgan. Previously, Daniel worked as a management consultant at McKinsey & Company where he was focusing on digital technologies, being part of McKinsey’s Big Data and advanced analytics group. Before joining McKinsey, Daniel worked for the Royal Bank of Scotland (RBS) in the Investment Banking Division and later on in a strategic role for the CEO of Western Europe. Prior to this, he completed a trainee program at Daimler AG, working in Germany and New York.Daniel has been appointed to lead the ‘Future of FinTech’ team on behalf of the World Economic Forum and its Global Agenda Council on the Future of Financing & Capital. He has been an investment manager at the SBS Seed Fund since 2014, sitting on the Advisory board of two portfolio companies. He was a co-founder of TonalityTech, a start-up that provides big data based sentiment analysis solutions for capital markets and corporates.Daniel is a Visiting Fellow at Harvard University, completed an M.B.A. degree with Distinction at the University of Oxford and holds a Master degree (LL.M.) in Corporate Law.
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About Auxmoney: Auxmoney is an online peer-to-peer loan marketplace created to offer a means of exchange between people.
Ewen Stevenson
Group Chief Financial Officer of HSBC
Ewen Stevenson became Group Chief Financial Officer of HSBC Holdings plc in January 2019. Prior to joining HSBC, Mr Stevenson was Executive Director and Chief Financial Officer for Royal Bank of Scotland. He joined RBS in May 2014 following a 25-year career with Credit Suisse, where he was latterly co-Head of the EMEA Investment Banking Division and co-Head of the Global Financial Institutions Group. Mr Stevenson has a long career in the banking industry, both as an advisor to major banks and as an executive. He holds a Bachelor of Commerce and Administration, majoring in Accountancy, and a Bachelor of Law from Victoria University of Wellington, New Zealand. Mr Stevenson was born in England but was raised and educated in New Zealand, following his family’s emigration. He is married with three children.
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About HSBC: HSBC is a banking and financial services organization that offers a comprehensive range of services.
Raffaele Terrone
CFO of Scalapay
Raffaele Terrone currently works as Chief Financial Officer at Scalapay. He previously worked at ICAMAP as an Investment Director.
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About Scalapay: Scalapay is a payment solution provider that allows customers to buy and pay in three installments without any additional interest.
Lee Gainer
Chief Financial Officer of Wealthify
Lee Gainer is the Chief Financial Officer at Wealthify.
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About Wealthify: Wealthify offers effortless, transparent, and affordable investing for everyone.
Ciaran O’Donnell
CFO of Growth Street
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About Growth Street: Growth Street is fast, flexible overdrafts for growing businesses.
Amjid Zaman
Chief Financial Officer of Oakley Capital
Amjid joined Pembroke as Chief Operating Officer in December 2017, and has held operational and investment led responsibilities within Oakley Capital’s private equity fund where he was Managing Director for 9 years. Amjid’s diverse career includes CFOof tech start up Humyo.com, Group Financial Controller for Pipex Communications Plc and has led the restructure and buy and build strategies of 2e2 Datacentres and Broadstone respectively.
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About Oakley Capital, Pembroke VCT: Oakley Capital is a mid-market private equity investor.
Francois Barou
Co-Founder & CFO of OneWealthPlace
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About OneWealthPlace: One Wealth Place’s mission to support the digital transformation of private wealth banks and global asset services companies.
Andrew Jones
Chief Financial Officer of RIT Capital Partners
Andrew Jones is the Chief Financial Officer and Chief Risk Officer of J. Rothschild Capital Management Limited. JRCM is the investment manager for RIT Capital Partners plc and responsible for the day to day management of the Group. Prior to joining the Company in 2008, he spent three years in venture capital and four years at Nomura, advising on its private equity investments as well as risk, global corporate development and strategy. He qualified as a chartered accountant with Deloitte LLP where he spent time in audit before specialising in valuation advice. Andrew is a fellow of the ICAEW and a member of its Valuation Community Advisory Group, as well as a member of the Audit Committee of the British Academy.
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About RIT Capital Partners: RIT Capital Partners plc is an investment trust listed on the London Stock Exchange with net assets of some £1.9 billion.
Graeme Bayley
Partner & Group CFO of GP Bullhound
Graeme joined GP Bullhound in 2009 and is responsible for GP Bullhound’s Finance, Compliance, IT, HR and Operations. He started his career at Deloitte Haskins & Sells (now PwC) where he qualified as a Chartered Accountant before working in corporate finance. He then moved to HSBC Investment Bank where he ran the Growth Companies Team, later joining Noble & Co as a Director in Corporate Finance before taking on the management of Noble’s finance, compliance and operations. Graeme is a Fellow of the ICAEW and holds their Corporate Finance qualification along with a BSc in Physics from Southampton University.
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About GP Bullhound: GP Bullhound is a technology advisory and investment firm that provides transaction advice and capital to entrepreneurs and founders.
Raxita Kapashi
Chief Financial Officer of Dawn Capital
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About Dawn Capital: Dawn Capital is an early-stage venture fund that focuses on investing in the enterprise software and FinTech sectors.
Duncan Cameron
Chief Financial Officer & Director of Catapult Ventures
Duncan is Catapult’s CFO and directly manages a number of portfolio companies, as well as serving on the three Catapult Investment Committees. He has nearly 25 years’ experience within the private equity industry since joining NatWest’s venture capital business in 1989. Duncan has experience of making, managing and realising investments across industry sectors including automotive design, transportation, professional services, software, renewable energy and telecoms.
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About Catapult Ventures: Catapult Ventures specialises in providing Equity Capital for businesses requiring between £50k and £2m.
Monica Pinto
Managing Director, CFO / COO of Apis Partners
Monica has over 20 years of experience in direct investing, management and strategy consulting, primarily in Growth Markets. Prior to Apis, she was a Director at Banco Efisa. She was the head of the business unit focused on private equity investments, debt financing and corporate finance in international markets (Africa, India, Middle East, Eastern Europe and Brazil). She was responsible for all aspects ofmanagement including P&L, capital allocation, investment criteria, origination, end to end execution of transactions and management of the team. Monica was also a strategy consultant for Marakon Associates in London, where she led teams in Europe and Brazil for global banks in a variety of strategic issues. At Procter & Gamble, she worked in Europe, Latin America and South East Asia setting up new companies. She is passionate about history, arts, adventurous travelling off the beaten track (over 55 countries and counting, lived in three continents) and trekking, and dedicates her free time in honing her Ikebana skills or sailing in the Atlantic, off the coast of her native Lisbon.
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About Apis Partners: Apis Partners is a private equity asset manager focused on Financial Services in Growth Markets.
James Dawes
Chief Financial Officer of 3i Group
James is Chief Financial Officer for 3i Group’s Infrastructure business and joined in January 2016. He manages all of the operational, financial and reporting requirements for the Infrastructure business line within 3i Group, as well as performing CFO duties for 3i Infrastructure plc. Prior to joining 3i, James was with Legal & General Investment Management where he held a number of senior finance roles, including Finance Director of LGV Capital from 2007 to 2015. He is a Fellow of the Chartered Institute of Management Accountants and a Member of the Chartered Institute for Securities & Investment.
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About 3i Group: 3i is an international investment manager focused on mid-market Private Equity, Infrastructure & Debt Management.
William E. Matthews
Vice Chairman & Chief Financial Officer of National Commerce
William E. Matthews, IV serves as Chief Financial Officer for South State Corporation. Prior to the merger with South State, Mr. Matthews was the Chief Financial Officer of CenterState Bank. Before joining CenterState Bank, Mr. Matthews served as the President of National Commerce Corporation (“NCOM”), the Chief Financial Officer and the Vice Chairman of NCOM; the Executive Vice President of NCOM and its subsidiary bank, National Bank of Commerce (“NBC”), and the Vice Chairman and the Chief Financial Officer at NBC and as a Director of both NCOM and NBC. Mr. Matthews also served as the Executive Vice President and the Chief Financial Officer at First American Bank and was a Partner at New Capital Partners. Prior to joining New Capital Partners, Mr. Matthews was the Executive Vice President and the Chief Financial Officer at Alabama National Bancorporation, Chief Financial Officer at RBC Bank (USA), and Executive Vice President and Chief Financial Officer at NBC He has over 20 years of experience in mergers and acquisitions, corporate financing and investment management in privately owned and publicly traded companies Mr. Matthews earned an M.B.A. degree from the Wharton School of the University of Pennsylvania and an A.B. in Economics from Princeton University.
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About National Commerce, South State Bank: National Commerce is a a financial holding company that provides various financial services to individuals, businesses, and business owners.
Ronan Shally
Partner & CFO of Highland Europe
Ronan is the CFO for Highland Capital Partners Europe. Ronan joined in 2014 and is responsible for the financial and administrative functions of the Europe office. Before joining Highland, Ronan was Head of Private Clients at an accounting firm in Ireland that focussed on complex investment funds. Prior to that, he spent 11 years in the Channel Islands focussing on the administration of offshore investment fund structures, including 7 years in the private equity arena with the Aztec Group. Ronan holds a B.B.S., Business Studies from the University of Limerick and is a member of the Institute of Chartered Accountants in Ireland. Ronan is a keen follower of Liverpool F.C. and also likes to keep in touch with rugby and Gaelic games in his native Ireland. In his spare time he enjoys spending time with his wife and two sons in addition to indulging in his passion for athletics where he previously represented Guernsey in the Island Games and at British Athletics league events.
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About Highland Europe: Highland Europe is a growth-stage technology fund that invests in European internet, mobile, and software companies.
Will Pearson
Chief Financial Officer of True.
Will began his career at Deloitte, meeting Matt and Paul in the process, and subsequently spent twelve years at GE Capital holding several CFO and senior finance roles.
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About True.: True is a consumer-focused investment and innovation firm reimagining what good business looks like.
Andy Halford
Group Chief Financial Officer of Standard Chartered Bank
Andy Halford was appointed as Group Finance Director and Group Executive Director of Standard Chartered plc on 1 July 2014. He is based in London and is responsible for Finance and Corporate Treasury. Andy joined Standard Chartered from Vodafone Group plc, where he spent the last 15 years and the last 9 years as Chief Financial Officer. Andy joined Vodafone Group plc in 1999 as Financial Director for Vodafone Limited, the UK operating company, and in 2001 he became Financial Director for Vodafone’s Northern Europe, Middle East and Africa Region. In 2002, Andy was appointed Chief Financial Officer of Verizon Wireless in the US and was a Member of the Board of Representatives of the Verizon Wireless Partnership. Andy became Chief Financial Officer of Vodafone Group plc in July 2005, a position which he held until March 2014 when he retired from the group. Prior to Vodafone, Andy was Group Finance Director at East Midlands Electricity Plc. Andy is a non-executive director of Marks and Spencer plc and is a former Chairman of the Hundred Group of Finance Directors. Andy holds a bachelor degree in Industrial Economics from Nottingham University and is a Fellow of the Institute of Chartered Accountants in England and Wales.
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About M&S Financial Services, Standard Chartered Bank: Standard Chartered Bank is an international banking group.
Andras Mecser
Group Chief Financial Officer of Zepz
Andras Mecser is responsible for all WorldRemit’s financial functions including financial controlling, statutory reporting, planning and budgeting, treasury and liquidity management, and corporate finance. Prior to joining WorldRemit, Andras served as CFO at Ebury. He previously held senior strategy and portfolio manager roles at Centrica PLC, as well as a senior manager role at McKinsey & Company, serving financial institutions, private equity clients and their portfolio companies. Andras holds an MBA from London Business School, an MA in Financial Investments and Risk Management from Corvinus University of Budapest, and an MA in International Management – CEMS Programme.
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About DNA Payments, Zepz: Zepz is a money transfer service that helps migrants send money to their loved ones all over the world.
Paul Cunningham
Partner, Chief Financial Officer of Helios Investment Partners
Mr Cunningham has overall responsibility for all matters relating to accounting, financial control, taxation, fund administration and reporting and regulatory compliance for the Helios group entities. An experienced private equity finance and administration executive with 33 years in the industry, he served as Chief Financial Officer and Chief Operating Officer for Barclays Private Equity (“BPE”) for six years prior to joining Helios in May 2008, and previously as Director, Head of Finance & Product Control Projects at Barclays Capital. His responsibilities included the reporting and administration of various managed funds as well as internal reporting / administration for BPE’s proprietary business. Mr Cunningham is Chairman of the International Private Equity and Venture Capital Valuation Guidelines (“IPEV”) Board. Prior to joining Barclays, he worked within the finance functions of various major investment banks, including Deutsche Bank and Credit Suisse, since qualifying as a Chartered Accountant with Ernst & Whinney in 1989. He graduated with a BS (Hons) in Mathematics from Imperial College.
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About Helios Investment Partners: Helios Investment Partners is a private equity and venture capital firm that focuses on African companies.
Nigel Medhurst
CFO of Ffrees Family Finance
CFO at FFREES FAMILY FINANCE (UK COMPANY)
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About Ffrees Family Finance: Ffrees provides a digital current account service that provides access and tools to allow users to save up rather than to get into debt.
Sharof Sharipov
CFO of Token
Sharof was appointed the Chief Financial Officer of Token Group in January 2020 and is responsible for financial, legal, risk, compliance, business intelligence and investor relations functions. Token Group is the leading open banking payments platform driving the shift from traditional payment methods to bank payments with best-in-class, Pan-European bank connectivity, data and compliance capabilities. Since June 2020, Sharof is also a non-executive director of TBC UZ, the first next-generation greenfield digital bank in Uzbekistan, established by TBC Bank Group – FTSE 250 constituent financial services group and the largest bank in Georgia – as well as the European Bank for the Reconstruction and Development (EBRD) and International Finance Corporation (World Bank). Before joining Token, Sharof was the CFO of 10x Banking – a developer of a full suite of cloud-native banking capabilities for enterprise clients such as JPMorgan Chase and Westpac Banking Corporation. Prior to that he spent more than a decade in corporate finance and investment banking roles at institutions such as Virgin Money, UBS Investment Bank and HSBC Group.
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About Token: Token is an open banking payments platform driving the shift from traditional payment methods to bank payments.
Clea Whitley
CFO of Earlymarket
Clea studied Architecture at Oxford Brookes University, graduating with a BA(Hons) in 2008, before becoming an accountant due to the recession and disappointment in the lack of maths involved in being an architect. She is now a part-qualified ACCA. Rowed competitively with City of Oxford Rowing Club for 3 years before moving to London. She continues to be creative in her spare time through her jewellery shop on Etsy, CleaMadeThis, and joining the London Amateur Ballet (as of January 2016).
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About Earlymarket: Earlymarket is a London-based investment fund that provides seed capital to companies in the technology industry.
Vincent Cambonie
Chief Financial Officer of Embark Group
Vincent’s career spans 25 years of working in global financial institutions, most recently as Managing Director and Group Chief Financial Officer at BNP Paribas Investment Partners. During his career, Vincent has gained valuable skills in performance management and business strategy including various M&A activities.
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About Embark Group: Embark Group provides retirement and financial services.
Jonathan Hull
CFO of Third Bridge Group
Jonathan oversees Third Bridge’s financial strategy. He focuses his time on working with our business units, to understand how each is performing and to ensure resources are effectively allocated in order to achieve our strategic objectives. Jonathan is an experienced CFO, having held senior executive roles at Vodafone, Unite plc and Quadriga. Prior to joining Third Bridge in December 2015, Jonathan was CFO at AlertMe, a pioneer in the Internet of Things; the company was successfully sold in March 2015 to British Gas. Outside work, Jonathan enjoys the occasional round of golf, hillwalking and spending time with his family.
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About Third Bridge Group: Third Bridge Group is a provider of research services to private equity and hedge funds.
Kevin O’Flaherty
Chief Financial Officer of Pamplona Capital Management
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About Pamplona Capital Management: Pamplona Capital Management LLP is a privately owned hedge fund sponsor. The firm manages hedge fund of funds for its clients.
John Jack
International CFO Finance of BNY Mellon
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About BNY Mellon: BNY Mellon is an investment company that provides investment management, investment services, and wealth management services.
Paul Harris
Chief Financial Officer of R3
Paul is the Chief Financial Officer at R3 and has over 25 years of experience leading finance within the technology and service sector, driving growth and providing commercial support to organizations ranging S&P 500 and FTSE 100 companies to smaller private equity and consortia backed businesses. He recently served for 10 years as Group Finance Director at IHS Markit and in the same role at Markit, merging the two listed companies and taking Markit public on NASDAQ. Paul is a Chartered Accountant and holds a MBA from CASS Business School, University of London.
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About R3: R3 is a financial innovation firm dedicated to the design and deployment of DLT to build the new operating system for financial services.
Nick Mottershead
CFO, Risk, Compliance & Group HR of dopay
Nick Mottershead is CFO and Group HR at dopay.
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About dopay: dopay provides a cloud-based payroll service that allows employers to calculate salaries and make payments electronically.
Martin Glanfield
Chief Financial Officer of Mercia Asset Management PLC
Martin is the Chief Financial Officer and Company Secretary of Mercia Technologies PLC. He is responsible for the long-term financial planning of the Group, as well as for presenting and reporting accurate financial information to shareholders. Martin’s responsibilities also include managing the financial risks of the Group and the Group’s compliance function. He also has Board responsibility for Mercia’s successful debt funds activities. Martin is based at the Group’s head office in Henley-in-Arden.
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About Mercia Asset Management, Mercia Asset Management PLC: Mercia is a proactive, specialist asset manager focused on supporting regional businesses to achieve their growth aspirations.
Ryan E Gralia
CFO of FIDEL API
Ryan E Gralia is the CFO at FIDEL API.
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About FIDEL API, Zeno Vision Ltd: Fidel API is a global financial infrastructure platform, providing tools to build powerful, real-time products on top of payment cards.
Alisdair Cameron
CFO of The Post Office
Alisdair became the Chief Financial Officer of Post Office in January 2015. He is also a non-executive on the Board of Oxford University Hospitals. From 2002-14 Alisdair worked in a variety of roles for Centrica plc, a FTSE 100 company, including Director of Audit & Risk, Group Financial Controller, Finance Director of British Gas and Managing Director of British Gas Enterprise. Previously he was a partner with Arthur Andersen and served as a trustee of the e-Learning Foundation.
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About The Post Office: Post Office is a retail post office company that provides a wide range of products, including postage stamps and banking to the public.
Paul Richings
Partner & Chief Financial Officer of Bridges Fund Management
Paul joined Bridges as Chief Financial Officer in 2014. Prior to this, he had worked in the investment management industry for over 20 years, most recently as a partner at Langholm Capital, having joined the firm as CFO at its inception in 2002. Paul previously worked at Mercury Asset Management, joining Mercury prior to its acquisition by Merrill Lynch; in total he spent almost 6 years at Merrill Lynch Investment Managers in a variety of finance roles, both in the UK and Asia. He qualified as a chartered accountant with Coopers & Lybrand (now PwC), working primarily on the audit of investment management firms. Paul has a degree in economics from Cambridge University.
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About Bridges Fund Management: Bridges Fund Management is a specialist fund manager dedicated to sustainable and impact investment.
Nils Behling
Founder & CFO of Tradeteq
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About Tradeteq: The global hub for trade finance distribution
James Yates
CFO of IK Investment Partners
James Yates is IK’s CFO and responsible for Finance & Administration, Information Technology and Corporate Counsel & Legal Control. Prior to joining IK in 2002, James worked at Arthur Andersen and Moores Rowland International. He qualified as a Chartered Accountant in 1997 and is a member of the Institute of Chartered Accountants in England and Wales and of the Chartered Institute of Securities & Investment. James graduated from the University of Central Lancashire in 1993 with a BA (hons) Degree in Accounting.
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About IK Investment Partners: IK Partners is a European private equity advisory group with Nordic roots, operating across Northern Continental Europe.
Justinas Lasevicius
CFO & Co-founder of TransferGo
He is founder of TransferGo.
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About TransferGo: TransferGo offers international money transfers for both migrant workers & businesses using their digital account-to-account business model.
Clive MacTavish
Chief Financial Officer of CDC Group
Clive joined CDC as Chief Financial Officer in 2015 to manage their finance, business services, and human resources and organisational development teams. He is a member of the CDC Board and their Executive Committee. Clive was heavily involved in building their 2017 business case which resulted in the grant of an additional £3.5 billion of funding from DFID. Much of his time is spent supporting the work of their Board Committees on Audit, Risk, and People and Remuneration, and he was the driving force behind their 2016 Remuneration Review. Prior to joining CDC, Clive spent three years at Expedia where he was CFO of Expedia’s Global Lodging Group. This comprised the Hotels.com and Venere.com websites, as well as the Lodging Partner Supply business, which managed the supply of hotels for all the Expedia businesses. Before that, Clive was Finance Director, EMEA for Dow Jones where he also ran sales and marketing and operations for the organisation’s consumer media business. This followed more than six years at the Financial Times where he held several roles including Head of Strategy, Global Financial Controller and Finance Director EMEA. Clive joined the Financial Times from parent company Pearson plc where he worked in the company’s head office on financial planning and analysis, mergers and acquisitions, and corporate strategy. Clive started his career with PwC and is a qualified accountant (ACA). He also holds an MBA from Duke University and an MA from Cambridge University.
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About CDC Group: CDC is the UK’s development finance institution.
Iveta Cabajova
Group CFO of ITRS Group
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About ITRS Group: ITRS Group is the leading provider of risk mitigation solutions to global financial institutions.
Steve Turner
Chief Financial Officer & Chief Operating Officer of ITRS Group
Steve joined ITRS in November 2016 as the CFO & COO, bringing more than 30 years’ management and leadership experience from across all industries. Steve had been previously running his own company coaching leaders and executive teams on the benefits of Organisational Health. Prior to this he has led the Services division at Misys Banking, a leader in the core banking market, and several other software companies through significant growth programmes (Ariba, BroadVision and SAP). Steve is a double Olympian in the sport of rowing, entrepreneur and has passion about sport, technology and performance.
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About ITRS Group: ITRS Group is the leading provider of risk mitigation solutions to global financial institutions.
Guy Buckley-Sharp
Chief Financial Officer of ClearScore
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About ClearScore: ClearScore is a financial technology company that provides credit scoring services and a marketplace.
Misak Davtyan
Chief Financial Officer of BABB
Over the course of twenty years in commercial and retail banking, Misak has held various C-suite and senior executive positions and managed large teams, complex finance functions and business lines. He’s closely involved with BABB’s financial and strategic operations informed by an MSc in Strategy and Leadership from LBS and a postgraduate diploma in International Tax Law. He’s also a passionate photographer and can often be found snapping on the streets of London.
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About BABB: BABB is a world bank for the micro-economy: a global marketplace for human innovation, financial autonomy and wealth creation.
Paul Bramley
Chief Financial Officer of Claret Capital Partners
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About Claret Capital Partners: Claret Capital Capital (formally Harbert European Growth Capital) provides growth debt to European tech and life-science businesses.
Michael Summersgill
Chief Financial Officer of A J Bell
Michael joined AJ Bell in July 2007 and became Chief Financial Officer in June 2011. He is responsible for a range of operational and support functions in the business, overseeing Finance, HR, the group’s stockbroking operation and key control functions within the SIPP administration business. Michael graduated from the University of Sheffield with a degree in Economics and began his career as an accountant in public practice, gaining experience with a broad portfolio of clients.
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About A J Bell: AJ Bell are one of the UK’s largest providers of online investment platforms and stockbroker services.
Alan Salomon
Chief Financial Officer of CapitalAppreciation Limited
Alan has more than 35 years’ experience as a senior executive in an array of financial services and industrial sectors. Most recently Alan served as the CEO of Bidvest Bank, a subsidiary of The Bidvest Group Limited, a position he held for 8 years. In addition to Banking and Financial Services, Alan has also held executive management positions in Waste Management and Waste Recycling, Stationery, Packaging, Catering Equipment, Services, Property, Import and Export and Distribution. He also has extensive experience in various manufacturing businesses. Other directorships held by Alan include Executive Director of The Bidvest Group Limited (from 1990 to 2012), CEO of AFCOM Group Limited, Non-Executive Director of Transpaco Limited, Non-Executive Director of Voltex Limited and Non-Executive Director of Enviroserv Holdings Limited.
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About CapitalAppreciation Limited: CapitalAppreciation Limited operates as a special purpose acquisition company.
Oliver Pritchard
Chief Financial Officer of 17Capital LLP
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About 17Capital LLP: 17Capital was established in 2008 to provide preferred equity for private equity portfolios.
Graham Crowe
CFO of TotallyMoney
Graham is a qualified chartered accountant with over a decade of experience in e-commerce, technology and financial services. Before joining Media Ingenuity, Graham led the finance function at Pension Protection Fund and Iglu.com where his experience included sale to private equity. Graham also held a number of senior commercial finance roles at BT and BSkyB.
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About TotallyMoney: TotallyMoney puts customers right at the center of their credit data, helping them make smarter financial decisions.
Chris Charlton
Chief Financial Officer of Netwealth
Over 20 years’ experience in financial services as a chartered accountant, both in practice and in asset management.
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About Netwealth: Netwealth is an online wealth management service that brings together an experienced team, user-friendly technology and lower fees.
Vivienne Sacco
CFO of FNZ
Vivienne became Group CFO in July 2014, having previously worked as Finance Director at both Celtic & Co and at Hunter Boot. She brings over 15 years of experience to FNZ, having worked previously with high-growth, high-profile private equity backed companies in the branded, technology and financial services sectors. As Group CFO at FNZ, Vivienne is responsible for the global finance and legal functions which support all FNZ departments to monitor and manage financial risk and to increase corporate value. This involves the management of corporate legal affairs in addition to the management of financial assets, reporting, analysis and planning. Vivienne also sits on the FNZ Group Management board. In addition to an excellent track record of strategic financial planning and departmental management, Vivienne has a broad skill set that includes prior technical and data management experience in addition to business development. Vivienne has a first class degree in Physics and studied Non-Linear Fluid Dynamics as a post-graduate at Oxford University.
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About FNZ: FNZ partners with financial institutions to enable them to provide multi-channel wealth management services to their clients.
Tony Ellingham
Chief Financial Officer of Starling Bank
Tony Ellingham manages the bank’s financial operations and strategy in his role as Chief Financial Officer. He is responsible for the overall financial management of the company, its treasury and reporting. Previously, Tony was at Lloyds Banking Group where he was Finance, Risk & Operations Director of Group Corporate Treasury and prior to that Divisional Risk Officer for Finance. He has held executive roles at EIIB, Gulf International Bank and Schroders. Tony joined Starling to lead a truly customer-centric approach to bank profitability. After all, it’s not every day you can set up a bank from scratch. If he wasn’t at Starling, Tony would probably be hitting the ski slopes or sailing the open seas.
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About Starling Bank: Starling Bank is a mobile banking platform that offers personal, joint, and business accounts.
Declan Ferguson
Deputy CFO and Chief Strategy Officer of Starling Bank
Declan Ferguson is the chief strategy officer at Starling Bank.
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About Starling Bank: Starling Bank is a mobile banking platform that offers personal, joint, and business accounts.
Kieran D’Silva
Co-Founder & CFO of PrimaryBid
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About PrimaryBid: PrimaryBid is a technology platform that allows everyday investors fair & equal access to investing in public companies raising capital.
Tim Harris
Chief Financial Officer of Direct Line Insurance
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About Direct Line Insurance: Direct Line Group is an organization with a clear mission: to make insurance much easier and better value for customers.
Penny James
Chief Financial Officer of Direct Line Insurance
Penny James joined the Board as an Executive Director in November 2017 and became Chief Financial Officer on 1 March 2018. Penny has extensive financial services experience, having been Group Chief Risk Officer and Executive Director at Prudential plc, where she was responsible for leading risk oversight globally. Before this she was Director of Group Finance at Prudential. She had previously been Group Chief Financial Officer at Omega Insurance Holdings Limited and CFO, UK General Insurance, at Zurich Financial Services. Penny was a Non-Executive Director of Admiral Group plc from January 2015 to September 2017. She is an Associate of the Institute of Chartered Accountants in England and Wales.
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About Direct Line Insurance: Direct Line Group is an organization with a clear mission: to make insurance much easier and better value for customers.
Penny James
Chief Financial Officer of Direct Line Insurance
Penny James joined the Board as an Executive Director in November 2017 and became Chief Financial Officer on 1 March 2018. Penny has extensive financial services experience, having been Group Chief Risk Officer and Executive Director at Prudential plc, where she was responsible for leading risk oversight globally. Before this she was Director of Group Finance at Prudential. She had previously been Group Chief Financial Officer at Omega Insurance Holdings Limited and CFO, UK General Insurance, at Zurich Financial Services. Penny was a Non-Executive Director of Admiral Group plc from January 2015 to September 2017. She is an Associate of the Institute of Chartered Accountants in England and Wales.
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About Direct Line Insurance: Direct Line Group is an organization with a clear mission: to make insurance much easier and better value for customers.
Martin Nilsson
Chief Financial Officer of Hastee
Martin Nilsson is the Chief Financial Officer at Hastee.
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About Hastee: Hastee is a mobile application that allows workers to receive a portion of their earned pay immediately.
Vivek Ahuja
Group CFO and COO of Terra Firma
Vivek is a senior finance leader with three decades’ experience in global finance and over 20 years in senior CFO roles. He has led successful business and functional transformations and has worked across Asia, the Middle East and Europe with major global financial institutions. Prior to joining Terra Firma in January 2018, Vivek spent 17 years with Standard Chartered Bank where he was Deputy Group CFO, and prior to that he was Group CFO – Wholesale Banking and Regional CFO – Middle East and South Asia. Prior to Standard Chartered Bank, he worked for HSBC and ANZ in a variety of roles spanning finance, strategy, and corporate and institutional banking. Vivek is a Fellow of the Institute of Chartered Accountants in England & Wales (ICAEW) and was a Council member from 2013-2015 and a member of the Financial Services Faculty Board. He is a graduate of Mumbai University in India. Vivek is responsible for the overall financial management of the firm at a Group level and for its Portfolio companies, and oversees the firm’s IT, facilities, legal and HR teams. Vivek also supports the firm on the financial aspects of acquiring and selling businesses to ensure the delivery of maximum returns toinvestors.
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About Terra Firma: Terra Firma is a private equity firm based in London, United Kingdom.
Andrew Wood
CFO of Capital D
Andrew is the CFO at capital D with a range of experience in private equity and consultancy. Andrew has 12 years experience as a private equity CFO having joined Change Capital Partners in 2006. Andrew’s consultancy business West Lane consultancy provides strategic and financial advice as NED or board consultant across a range of business sectors including real estate and consumer markets. Prior to joining Change Capital Partners, Andrew was team leader for the consumer and industrial markets private equity team at KPMG transaction services. At KPMG Andrew worked across a range of clients delivering transaction advice ranging from mid-market private equity to large corporates. Andrew is a chartered accountant (ICEAW) and has a BSc (Hons) from the Royal Agricultural College, Cirencester.
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About Capital D: Capital D is a pan-European private equity fund manager focused on investing in companies.
Jenny Thompson
CFO and Head of HR, Technology and Operations, Europe of Fidelity International
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About Fidelity International: Fidelity International offers world class investment solutions and retirement expertise to institutions, individuals and their advisers.
Sebastien Maloney
Chief Financial Officer of Charter Savings Bank
Sebastien has executive responsibility for all aspects of finance,including production of management and statutory accounts, external audits, financial planning and analysis, corporate finance, treasury operations, capital markets activities, and asset/liability management. He previously held senior roles at Merrill Lynch, GMAC-RFC and Morgan Stanley. Sebastien holds a BA in Economics and a Masters in Business Administration.
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About Charter Savings Bank: Charter Savings Bank offer straightforward savings accounts, great rates and reliable service.
Cristian Young
CFO of Smedvig Capital
Cristian is CFO of Smedvig Capital, which he joined in 2007 from KPMG’s Operational Restructuring practice in London. He began his career with KPMG in the financial sector audit practice where he qualified as a Chartered Accountant (ACA). From there he joined the restructuring practice, where he focused on bank side financial advisory work as well as working capital and cost management projects across multiple industry sectors. Cristian has a degree in Business and German from Nottingham University and speaks fluent German having spent some time, in his early career, working with Siemens Business Services in Munich. Cristian’s role at Smedvig Capital covers much of the Firm’s third party Private Equity investing as well as advisory projects on the direct investment side and internal structuring and compliance. He is currently a board member of PPC and LoveSpace, and has previously held a board role at Ocean Outdoor and Blink Point.
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About Smedvig Capital: 25 years of supporting ambitious founders from Series A to exit.
Chris Ferguson
Chief Financial Officer of Preqin
Chris is responsible for the strategic development and operations of the Solutions products – Preqin’s private capital portfolio management software. Chris joined the Preqin team having consulted on the initial investment in the business in January 2015, and moved over to the Solutions division full time in November 2016 following the final acquisition, having served as a non-executive director for two years. Prior to joining Preqin, Chris worked for the Lereko Metier Sustainable Capital Fund, a private equity fund focused on sustainable investments in sub-Saharan Africa. He is a member of the South African Institute of Chartered Accountants having completed his articles at Ernst & Young in Johannesburg.
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About Preqin: Preqin provides financial data and information on the alternative assets market.
John Bradshaw
Chief Financial Officer of Syncona Partners LLP
John Bradshaw is the Chief Financial Officer of Syncona Investment Management Ltd. He has worked extensively with companies in the life science sector as a part-time and interim CFO. He was previously CFO of Gyrus Group PLC and qualified as a chartered accountant with Arthur Andersen. John has a degree in Law from the University of Liverpool.
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About Avillion, Syncona Partners LLP: Syncona Partners LLP is a healthcare company focused on investing in and building global leaders in life science.
Alan Hart
CFO of Capital on Tap
Alan Hart is a CFO at Capital On Tap where he is responsible for helping the business to grow as well as all finance, equity & debt capital markets, treasury, and legal-related functions. He earned an MBA in Strategy, Innovation, and Entrepreneurship at Imperial College London.
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About Capital on Tap: Capital on Tap is a fintech company that provides small and medium-sized businesses with credit cards.
Vivek Syal
CFO of FundApps
Viv has over 20 years’ experience in financial services and digital consulting. He was the head of Financial Planning & Analysis at Barclays Capital for six years and subsequently the global COO for Product Control as well as Head of Controls and Regulatory Liaison. He also held a number of leadership roles in market and operational risk management functions at Credit Suisse. Viv is a Fellow of the Institute of Chartered Accountants in England & Wales.
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About CupClub, FundApps, VS Analytics: We help investment managers harness the power of community and technology to automate regulatory compliance.
Dominic James Platt
Chief Financial Officer of BGL Group
Dominic joined BGL in March 2016. Prior to joining the Group, Dominic spent five years at Darty Plc from 2010-2015, where he was Group Finance Director and Managing Director of International Businesses. Before Darty, Dominic spent 18 years at Cable and Wireless where he held a number of financial roles across the Group, culminating in his role as Group Financial Controller, from 2005 until 2009. Dominic has extensive experience in consumer-focused public companies operating in a regulated environment. He is a Fellow of the Chartered Institute of Management Accountants, and is a graduate of Cambridge University with a Masters degree in Classics.
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About BGL Group, N Brown Group: BGL Group digitally distributes insurance and financial products.
Neil Cooper
Chief Financial Officer of TorFX
Neil joined TorFX in June 2017 as CFO. Neil leads the Finance, HR and compliance functions, as well as providing support to the Board and business across a range of activities, including tax, insurance and banking. Neil has worked in a range of industries including FMCG, Leisure Retail and Housebuilding, having spent 10 years in listed-company CFO roles immediately prior to joining TorFX. Neil is a Fellow of the institute of Chartered Management Accountants.
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About TorFX: TorFX is international money transfer provider offering outstanding exchange rates, fee-free transfers and first-class personal service.
Nick Jones
CFO of Broadstone
Nick is Chief Financial Officer of Broadstone. Prior to this, he was CFO Attenda, CFO Achilles Group, Global Head of Finance for Reuters plc where he also led the integration of Thomson and Reuters. Nick has held senior financial roles in technology and media businesses in the UK, the US and Europe including Virgin Media, Phillips Electronics and RR Donnelley. Nick is also a Non-Executive Director of YouGov plc.
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About Broadstone: Broadstone provides pensions, employee benefits, actuarial and investment services advice to small and medium sized employers.
Tushar Pabari
Chief Financial Officer of Mayfair Equity Partners
Tushar joined Mayfair in 2018 and is responsible for managing the financial, compliance and operational aspects of the firm. He was previously Chief Financial Officer at Headway Capital Partners. Prior to this, he was Fund Controller at Cognetas and an audit manager at KPMG. Tushar is a Fellow of the Institute of Chartered Accountants and graduated with an Economics degree from the University of Manchester. He is a member of the Invest Europe Working Group on Accounting Standards, Valuation and Reporting.
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About Mayfair Equity Partners: Mayfair Equity Partners provides buyout and growth capital to dynamic businesses in the TMT and Consumer sectors.
Anand Phanse
CFO of Billon Group
Anand has been a board member and advisor to several fast growing companies. Recently he was a Partner and the Investment Director at Fjord Capital, a venture investment firm and where, among the many other investments, he successfully led the last pre-IPO round of Tesla Motors. Anand was previously selected a Global Leadership Fellow at the World Economic Forum. He is a business innovation coach for the European Commissions Horizon 2020 SME program.
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About Billon Group: Billon Group is a fintech company that provides an enterprise DLT system for accounts and transactions and targets at bank accounts.
Thomas Nicholls
CFO of Renaissance Capital Partners
Thomas Nicholls is the CFO at Renaissance Capital Partners.
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About Renaissance Capital Partners: Renaissance Capital Partners invests funds in high-growth, innovative, and entrepreneurial businesses and also built environment projects.
Daniel Hogan
CFO & Co-Founder of Ember
A Deloitte-trained, fully qualified Chartered Accountant, Daniel has been working in the finance systems space for the last 3 years where he has become increasingly frustrated with the industry’s lack of synergy, automation and ease of use.
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About Ember: Ember is a software platform to automate the accounting process for SMEs.
Andy Grant
Chief Financial Planning Director of Tilney Smith & Williamson
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About Tilney Smith & Williamson: Tilney Smith & Williamson is a financial planning and investment firm.
Adrian Wilding
Chief Financial Officer of Optomany
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About Optomany: Optomany specializes in omnichannel payment processing technology, delivering reliable and secure solutions to the retail sector.
Benedikt Einarsson
Chief Financial Officer of Meniga
Benedikt Einarsson is Chief Financial Officer at Meniga.
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About Meniga: Meniga is a digital banking platform that helps banks, businesses, and individuals manage their financial data.
Richard Pereira
CFO & Partner of Zouk Capital
Richard Pereira joined Zouk as a Partner in 2007 and is the CFO and COO.
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About Zouk Capital: Zouk Capital is an independent private equity fund manager investing in companies that advance resource efficiency.
Simon Oldfield
Chief Financial Officer of Radius Payment Solutions
Simon has responsibility for the group’s business planning, strategy, M&A and financing. He joined in 2014 from Green Sky Energy where he was part of a private equity backed team which created the UK’s leading energy efficiency and carbon reduction business. He is a Chartered Accountant and, prior to joining Green Sky Energy, was a partner at Ernst and Young, specialising in providing corporate finance services to high growth businesses, banks and private equity investors.
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About Radius Payment Solutions: Radius Payment Solutions operates as a service provider to the fleet and logistics market.
Andrei Dikouchine
Co-Founder & Chief Financial Officer of 3S Money
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About 3S Money: 3S Money offers international business banking services in 190 countries.
Christopher Fox
Chief Financial Officer of British Business Bank
Christopher is Chief Financial Officer and is also responsible for central functions including HR, IT and Admin. Prior to joining the British Business Bank, Christopher was Head of Banking at UK Financial Investments, where he was responsible for overseeing HM Government’s shareholders in Lloyds Banking Group, Royal Bank of Scotland and UK Asset Resolution. He was also a Non-Executive Director at UK Asset Resolution, Bradford & Bingley and NRAM. Christopher joined UKFI from UBS, where he gained extensive experience of financial services over nearly 20 years, having provided capital markets and investment banking advice to a range of governments and financial institutions around the world. He joined UBS in 1993 and is a qualified accountant.
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About British Business Bank: The British Business Bank aims to make finance markets for smaller businesses work better.
Andrew Taylor
CFO of Musoni System
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About Musoni System: The award winning banking software for microfinance organisations
Nick Taylor
CFO and Co-Founder of Envestors
Educated at Uppingham School, Nick then took Articles and qualified with Price Waterhouse Cooper in London. He has held senior positions with private and public companies, including manufacturer Astell Scientific (Holdings) and listed City based property agent Baker Harris Saunders Plc. He co-founded the Sportscard Credit Card Company which was listed on AIM and later sold to the online bookmaker UK Betting plc, also an established private restaurant group and The London Distillery Company. Nick was a co-founder of Envestors in 2004. In his spare time, he enjoys food and drink, golf, and watching cricket/rugby.
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About Envestors: Envestors digital platform connects entrepreneurs and investors
Chris Fry
CFO of BankiFi
Chris Fry is the CFO of Bankifi Technology Ltd.
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About BankiFi: BankiFi is a bussiness technology firm.
Greg Carter
CFO of Capdesk
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About Capdesk: Capdesk is an equity management platform helping companies manage cap tables, shareholder registers, and employee shares.
Harry Russell
Chief Financial Officer of RateSetter
Oversees finance, compliance and HR. Harry joined RateSetter from KPMG, where he spent seven years in their financial and operational restructuring team. Prior to that, he spent three years in the audit team at PwC, where he qualified as a Chartered Accountant.
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About RateSetter: RateSetter is a P2P lending platform allowing users to lend and borrow money directly from each other according to their own interest rates.
Stuart Williams
CFO of Blue Motor Finance
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About Blue Motor Finance: Blue is one of the UK’s premier consumer motor finance companies, lending over £750m to over 80,000 customers.
Mohammad Shoaib Memon
Chief Financial Officer, COO of Europe Arab Bank
Mohammad Shoaib is an experienced finance professional with background in accounting, audit and advisory. He joined EAB from Ernst & Young LLP, where he worked in the Banking & Capital Markets practice. During his stay at Ernst & Young LLP he undertook various engagements with top tier international banks ranging from finance related advisory, accounting, audit and regulatory reporting. Prior to Ernst & Young, Mohammad Shoaib worked for four years with KPMG where he qualified as a chartered accountant. Mohammad Shoaib is a member of ICAEW, ACCA and ICAP.
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About Europe Arab Bank: Europe Arab Bank offer personal and private banking services, advisory investment management and corporate services.
Alex Crocombe
Co Founder, Chief Financial Officer of Goji Investments
Co-founder and Chief Financial Officer (CFO) for an FCA regulated private asset investment platform. Qualified accountant with a background in fintech M&A and strategic advisory.
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About Goji Investments: Investment platform providing access to regulated investment products from across the direct lending sector
Richard McCann
Chief Financial Officer and Chief Operating Officer of Kainos
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About Kainos: Kainos provide digital technology solutions that enable companies to work smarter, faster, better.
Andrew Ryan
Chief Financial Officer of Demica
Andrew Ryan is the Chief Financial Officer at Demica.
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About Demica: Demica provides innovative working capital solutions to major corporations and financial institutions.
Caerwyn Prothero
Chief Product Officer & Chief Financial Officer & Founder of iCheque Network Ltd.
The Chief Product Officer of iCheque since 2011, Caerwyn is also an original co-founder. Prior to this Caerwyn spent many years at WorldPay helping develop new products and markets in the payment card acceptance space.
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About iCheque Network Ltd.: iCheque Network Ltd. is a highgrowth online payments company.
Ralph Coates
Chief Financial Officer of TSB Banking Group
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About TSB Banking Group: TSB Banking Group provides various banking products and services to personal and small business customers in the United Kingdom.
