COO / CFO for complex, investor-scrutinised businesses.

Founder-led, regulated or investor-backed businesses facing acquisition, carve-out, rapid growth or heightened scrutiny.

Former regulated bank COO/CFO (FCA/PRA SMF2/24) with 20+ years’ experience operating at board and executive level across financial services, fintech and technology businesses.

Technology, Banking, Wealth & Asset Management

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COO / CFO for complex, investor-scrutinised businesses.

Founder-led, regulated or investor-backed businesses facing acquisition, carve-out, rapid growth or heightened scrutiny.

Former regulated bank COO/CFO (FCA/PRA SMF2/24) with 20+ years’ experience operating at board and executive level across financial services, fintech and technology businesses.

Technology, Banking, Wealth & Asset Management

Book a Call

Strategic Judgement.


Disciplined Execution.

Extensive experience across finance, operations and technology in regulated and investor-scrutinised environments. Formerly approved by both the FCA and PRA, with a track record of operating at board and executive level in complex situations.

Brings calm judgement, board fluency and hands-on execution — helping organisations move from complexity to control, without loss of momentum.

Approved by

Where I’m most often engaged.

  • Supporting founder-led businesses moving into institutional ownership, without disrupting culture or momentum.

  • Establishing operating rhythm, reporting and governance in the first critical months after a transaction.

  • Standing up standalone finance, controls and decision-making where infrastructure has been inherited or removed.

  • Bringing clarity, credibility and confidence where boards, investors or regulators require assurance.

  • Ensuring reporting, cash discipline and governance stand up to diligence and scrutiny.

Listen To What They Say.

  • He ensured we never missed a step from a finance and reg perspective and guided through decisions around funding approaches all the way from bootstrapping to taking on board strategic funding.

    AI Co-founder 2025

  • Dav is a skilled finance services professional who I have seen in both operational and advisory roles over a number of years. Highly dependable and able to wear many hats. Always provides well considered advice and valuable input. Great asset to any team

    Tech Entrepreneur & Investor - Legerity

  • The bootstrapping phase was fraught as it always is and Dav brought genuine calmness to proceedings, identifying cash flow alternatives and approaches to efficiency we hadn’t thought of.

    AI Co-founder 2025

  • Dav is one of those rare people who can zoom effortlessly between strategic vision and detail-level execution. Under his leadership, we reached new heights in client satisfaction, developed sophisticated forecasting capabilities, and laid the groundwork for entirely new business lines and revenue streams.

    Head of Delivery - Eurobase

  • He might be the most valuable advisor I've had.

    Fintech Founder - Techpassport

  • Dav might be the most analytical person I know... Dav is always fast to respond, intelligent and comes up with creative solutions to difficult problems be they technical, political or resource based challenges.

    ITSM Consulting Founder - CIH Solutions

  • Dav's appointment as COO and CFO brought a distinct breath of fresh air to a role which had stagnated under the previous regime. Dav set about introducing 21st century methodologies and standards to a wide range of the bank's systems and operations.

    Bank C-Suite leader - Bank Leumi

  • I worked closely with Dav as part of a project which involved significant corporate activity for the business. Dav operated incredibly well in a high pressure environment with many competing priority tasks. His calm, measured approach with a focus on delivery was key in the successful completion of the transaction

    Head of Investment - ABRDN

  • His ability to understand a business and the tactical vs strategic pressures are invaluable and would recommend having a chat with him if you need help in solving business problems whether you are in Banking, Financial Services or Technology, large or small.

    Head of Treasury Remediation - Bank Leumi

7 Axioms of Operational Excellence

7 Axioms Of Operational
Excellence.

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The Client is Central

Every decision, strategy, and service revolves around the client's unique needs and goals, ensuring personalized and exceptional experiences.

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