Logistics and Financial Services Professional
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With over 20 years of cross-industry experience in logistics, contract packing, financial planning, and wealth management, I bring a skill set of operational expertise and strategic insight. I build strong relationships with clients and stakeholders and for leading high-performing teams that deliver innovative, data-driven solutions to complex business challenges. My customer-first approach consistently drives new business acquisition, elevates service quality, and fosters a culture of continuous improvement.
Cannon Packing and Logistics Limited 2012-2025
Director 05/2013 - 07/2025
Managed multiple contract packing, storage and B2B fulfilment contracts for blue-chip commercial vehicle manufacturers, engineering companies, oil and lubricant manufacturers, and EV charging solutions.
Drove sales growth from £6M to £13M, increasing EBITDA from 2.5% to 12.5%.
Directed operations across two warehouses totalling 150,000 sq. ft. and 150 FTEs, including temps.
Completing over 600 orders and 100,000 packs and kits daily while maintaining a 99.8% accuracy rate.
Achieved order on-time delivery performance exceeding 98.5% through optimised fulfilment processes.
Managed £30M stock inventory across multiple clients, achieving 99.8% stock accuracy.
Developed performance metrics and KPI reporting tailored to specific customer SLA
Developed an ERP system for payroll integration and self-billing invoice systems for temp labour and freight
Oversaw procurement, contract negotiations, and supplier partnerships for packaging and freight services.
Maintained ten consecutive years of clean ISO 9001 and 14001 audits.
Financial Account Manager 07/2012 - 01/2013
Cannon Packing & Logistics
Executed management accounts, payroll, VAT, and reconciliations, and supported ISO 9001 and 14001 audits.
Gained foundational business knowledge, resulting in promotion to a director position.
HSBC Bank 2002-2012
Area Financial Planning Manager 01/2011 - 07/2012
Managed a team of 10 mortgage and financial planning advisors at various stages of their professional development. Coached, mentored, and provided regulatory supervision and quality management to ensure customers received the best advice and individuals exceeded sales targets.
Senior Premier Relationship Manager 01/2008 - 01/2011
Managed a portfolio of 300 high-net-worth customers, growing portfolio income via mortgages, bespoke lending and wealth management solutions.
Secured HSBC’s sponsorship of the Oxford Literary Festival 2010-2015
Financial Planning Manager 05/2004 - 01/2008
Provided holistic financial planning advice, meeting customers' financial goals by providing a range of multi-tied investment portfolios, tied life protection, and pension solutions.
Mortgage Advisor 01/2003 - 04/2004
Completed £25M in annual mortgage sales and advised customers on protection and general insurance needs.
Customer Service Rep Team Leader 02/2002 - 01/2003
Supervised frontline advisors in a high-footfall city centre branch.
Customer Account Manager 02/1998 - 01/2002
Provided specialist lending and insurance solutions for customers with impaired credit ratings.