Our Team

David is an experienced financial services leader, having most recently served as Group CEO of Kingswood Holdings Plc, where he grew assets under advice from £2bn to £12bn and EBITDA from £200k to over £15m. This included acquiring and integrating over 20 advisory businesses and securing significant investment to support growth.

Prior to Kingswood, he led the launch of Schroders Personal Wealth and held senior roles at Lloyds Banking Group, including Commercial Director at Lloyds Private Banking. Now focused on supporting ambitious founders and executive teams, David holds a portfolio of non-executive roles including Chair of Purposeful Group and Parallel Employee Benefits.

Cat has extensive experience in leading operational and strategic change projects in the Financial Services and technology sectors and has played integral roles leading change portfolios in both organically grown and acquisition-based businesses. In addition, Cat has managed significant business and system integrations in the Financial Advice sector and excels at promoting collaboration between Group and partner firms, including the successful delivery of a 600-user back-office system change alongside a 10,000 client record data migration. ​

Deb brings 25 years of management accounting experience to the Finance Team at Purposeful Group and leads the Management Accounting function. After gaining ACCA membership in 2007, Deb has worked in a variety of industries and companies, including The Royal Albert Hall and most recently worked as a Senior Management Accountant at Park Holidays alongside our Finance Director, Charlie Lawrence. In addition to her Management Accountant experience Deb also brings extensive MI reporting and audit management capabilities.

Will has spent over 30 years in retail financial services, with much of that time working in Operations, Risk and Compliance. He has extensive experience in delivering firm objectives in reducing risk and achieving across the board compliance with its regulatory and statutory obligations. He is a keen advocate of the ‘positive compliance’ culture; ensuring that the organisation’s board of directors, management and employees are all committed to ensuring that all applicable regulatory requirements shall be complied with in letter and spirit.

Diana has more than 35 year’s experience in Financial Services as both an Independent Financial Adviser and Board Director, working for both national and smaller firms. Managing and training both regulated advisers and administrative staff whilst working closely with the Compliance teams. Having decided to step away from a directly regulated role in the last few years her knowledge and experience now allows her to provide Compliance and Technical support across the Group.

Hannah has over 9 years of experience in financial services, having begun her career at Nationwide Building Society where she developed a solid grounding in regulatory compliance and channelled her award-winning service into professional excellence. Throughout her career, she has continued to build a broad skill set across administration, platform operations, and quality assurance. The principles of Consumer Duty are a key driver for Hannah, and she is committed to delivering consistently positive outcomes for clients. Her technical knowledge and attention to detail support the delivery of high standards across all areas of the business.

After a career in education management Ruth joined partner firm FMB in 2007. After this change of direction Ruth gained the level 6 Chartered Institute of Marketing post graduate diploma. Ruth is Operations Director at FMB as well as one of the principals of the firm.  This role encompasses marketing and business development as well as IT, finance and buildings. Ruth also has an honorary teaching post at Lancaster University Management School and is a trustee for a local charity.