Meet the Platform Adoption Team

Getting the most out of the platform

Our Platform Adoption team are on hand to set you up on the platform and make sure you’ve got everything you need to get the most out of it.

I joined Ascentric in April 2020, following 16 years at Royal London. I’d worked in protection and pensions, before progressing to leading the implementation team.

People, culture and values are real drivers for me. Throughout my career I’ve had the opportunity to work and learn from some incredible colleagues. Empowerment is key, and as they say, no idea is a bad idea!

Outside work, I enjoy spending time with my two wonderful nieces, or visiting family in Cyprus and Miami. And I’m a keen foodie - though that plays havoc with the training I’m doing for my first marathon (New York). 

You can contact me by email:  or by phone: 07919 170444

With over 23 years in financial services, I have vast relationship management experience. Since joining Ascentric in 2008 I’ve delivered extensive training programmes and consultative reviews to our adviser firms.

I know how important it is to understand how each business operates. By tailoring training to people’s needs I help you get the best out of the Ascentric platform. It's extremely satisfying seeing the positive outcomes and how we can support your business success.

When I'm away from work you'll normally find me walking with my family near my home in the Cumbrian fells. I’m aiming to get to grips with paddle boarding on Ullswater in the not-too-distant future!

You can contact me by email: or by phone: 07590 778144

Working with financial advisers for over 30 years (I started exceedingly young!), I’ve seen working practices change beyond recognition. Something that remains constant is the support everyone needs to learn, implement change and grow their business.

Joining Ascentric in 2013 gave me a great opportunity to help businesses grow by showing advisers how to get the very best out of our platform. My favourite part is that I get to meet new people every day. For me, everything begins with listening and asking the right questions which, with my experience of training and relationship management, I’m now very good at!

Away from work, I love travel, theatre and gin tasting (it’s all about the garnish!)

You can contact me by email: or by phone: 07739 719318

I've spent most of the last two decades working within the financial services sector, with a range of roles from medical underwriting to complaint management, and have been with Ascentric since 2013.

Since joining, I've worked across the business. I’ve gained knowledge and expertise both in using the platform, and in identifying how best to collaborate with our advisers to make sure what we do, and how we support them, always puts the customer first.

When not at work I like to watch far too many films, and read far too many books (mostly horror admittedly).

You can contact me by email: or by phone: 07713367147

Starting in the Ascentric Customer Services team in 2013, I built up lots of hands-on operational experience and a strong knowledge of our platform and processes. In 2018, I moved into the business development and onboarding team. 

I love learning and building my skills and I enjoy finding ways to further grow my knowledge. Day to day, I make sure we deliver the best possible outcome for our customers.

Outside work, I’m a proud father of one and I’ve always been a keen traveller – I’m always planning my next adventure.

You can contact me by email: or by phone: 07702 112705

I joined Ascentric in 2017 at a really exciting time, as we implemented our new technology. I worked in the New Business team, quickly becoming an expert on our processes and getting clients set up in the most seamless way.

Moving to the Platform Adoption team, I now work in closer partnership with firms and make sure they’re getting the best from the platform and from our wider support teams. I love understanding how each firm is different and tailoring individual solutions to your needs.

Outside work you’ll find me in the garden tending to my vegetable patch or in the kitchen baking some sweet treat for the team!

You can contact me by email: or by phone: 07595 411921

Contact our sales team

The Ascentric Wrap platform is available for Financial Advisers to support their business. Find out how we could help add more value for your clients

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If you're already using our platform and have a question, please visit our Contact Us page for the best ways to get in touch.