Solicitor – Admitted 2017
Overview
I am a Senior Associate in the Commercial & Regulatory team. I focus on FCA authorised businesses, advising on day-to-day business as usual contractual and regulatory matters, as well as M&A activity within the sector.
Prior to joining Michelmores, I served as in-house counsel at Schroders, providing legal support across its retail investment division in the UK, Channel Islands, Hong Kong, Singapore, and the US.
Notable expertise
- Investment management
- Model Portfolio Services (aka ‘MPS’)
- The appointed representative regime
- Platforms (investment and insurance)
- Outsourcing, data and technology
- Insurance distribution
- Financial advice
- Commercial contracts
I am particularly interested in the intersection of regulation, innovation, and technology. I enjoy supporting Corporate, Litigation, and Employment teams with sector knowledge and experience. I also sit on the firm’s Steering Committee for the Financial Services sector and regularly lead pitches for large projects and transactions.
More widely, I am interested in sustainability and the natural economy, and represent the firm in the Climate & Nature Partnership, regularly attending local events to drive engagement and change on environmental and social issues.
Recent experience
Leading updates to an international investment manager’s suite of UK terms of business
Advising an investment firm on the structure of its investment activities, with reference to the Consumer Duty
Advising two household name clients on the perimeter of UK financial services regulation
Drafting and negotiating a range of material outsourcing contracts on behalf of the UK’s leading pure protection life insurance broker and adviser
Providing advisory support on the acquisition of financial advice networks, insurance distribution and platform businesses
Supporting a large UK product manufacturer navigate consumer protection law as part of urgent product changes required by nationwide 5G roll-out
Advising on a re-platforming and white-label partnership between two major financial institutions
Leading the legal delivery of a mobile app offering robo-advice, integrated with a third-party investment platform
