Public Policy professional with extensive experience in financial services, specialising in horizon scanning, interpreting emerging regulation, and shaping strategic responses to high-profile initiatives such as the Advice Guidance Boundary Review. Adept at working across senior leadership, technical experts, and external stakeholders to anticipate change, influence policy direction, and strengthen and organisation’s external voice. Recognised for turning complex regulatory developments into actionable insight that informs strategy and supports client-facing teams.
Overview
5
5
years of professional experience
Work history
Public Policy Manager (promoted in role, Dec 2023)
St. James's Place Wealth Management
02.2023 - 08.2025
Shaped organisational positions on major regulatory initiatives, including Advice Guidance Boundary Review, Consumer Composite Investments, pensions reform and FOS reform – holding the pen on responses, aligning cross-business input, and ensuring consistency with strategic priorities.
Provided policy insight to ensure our priorities were reflected in the design of our prototype for the FCA’s first policy sprint, which brought together 12 firms to develop a cash-to-equity targeted support journey.
Influenced policy direction by convening and managing cross-functional working groups, incorporating diverse internal perspectives into cohesive, persuasive regulatory submissions.
Strengthened internal positioning by shaping SJP’s policy voice on high-profile issues, collaborating with external communications to ensure public commentary aligned with regulatory priorities.
Enhanced regulatory intelligence through proactive horizon-scanning of FCA, HM Treasury, Parliamentary and Select Committee activity, producing succinct briefings that informed senior leadership and business-wide decision-making.
Represented the organisation at external roundtables and industry working groups, articulating SJP’s priorities and securing alignment with key stakeholders.
Advised senior leaders by preparing high-impact briefings, including at CEO and GEC level, on evolving regulatory developments and their strategic implications.
Built trusted internal partnerships with teams across the business to embed policy insight into business strategies and client-facing communications.
Leveraged industry networks by engaging trade associations to ensure SJP’s positions were reflected in sector-wide advocacy, reviewing and influencing collective responses where needed.
Delivered tangible results, leading on 16 consultation responses in the first half of 2025 – surpassing the total number for the whole previous year, and supporting positive regulatory outcomes.
Associate Risk Consultant
St. James's Place Wealth Management
10.2022 - 02.2023
Analysed risk management information and key performance indicators for the Large & Medium Business Unit, covering SJP’s largest and highest-earning Partner Practices.
Held monthly risk review meetings with Partner Practices to discuss risk profiles, address concerns, and agree actions to strengthen controls.
Worked collaboratively with cross-functional teams to ensure risk findings were understood and acted upon.
Provided support to Partner Practices to improve risk management capability and compliance with regulatory expectations.
Training & Competence (T&C) Policy Adviser
St. James's Place Wealth Management
10.2021 - 10.2022
Worked within the Training & Competence team to ensure risks were managed appropriately and in line with regulatory expectations.
Provided independent challenge and oversight of T&C processes, ensuring compliance with the FCA T&C handbook.
Oversaw the application of the T&C scheme across the SJP Academy, covering advisers progression towards sign off.
Reviewed and verified adviser assessment evidence to ensure completeness, accuracy and adherence to standards.
Overseeing the application of the Academy T&C Schemes.
Reviewed adviser competency documentation to ensure accuracy, completeness, and alignment with the FCA Training & Competence framework.
Produced and analysed monthly management information on supervision, accreditation, and licencing, supporting senior colleagues in monitoring adviser performance and progression.
Maintained central records and regulatory data to a high standard of accuracy.
Responded to adviser and manager queries, providing clear guidance on competency and accreditation processes.
Education
MSc - Social and Public Policy
Cardiff University
BSc - Sociology
Cardiff University
Skills
Regulatory insight and horizon scanning
Policy analysis and consultation responses
Stakeholder engagement
Briefing and communication
Cross-team collaboration
Additional Information
Former mentee on the 30% Club Gender Equity Programme, pairing high-potential women with cross-company senior mentors to support career development.
Timeline
Public Policy Manager (promoted in role, Dec 2023)