Meet our Experts
Bringing Effective Governance Solutions
With a wide range of experience at senior level across a variety of organisations and UK legal entities, our directors and trustees provide an invaluable source of collective knowledge to benefit your business.
Our current and former sector experience across our team includes: architecture, construction, consultancy, education, financial services, investment management, life sciences, manufacturing, professional services, property and real estate, regulated services, renewable energy, retail, service sectors, technology, the armed forces, trust corporations, utilities and many more.
Our Team
Simon Carter
Independent trustee on employee ownership trusts, with a particular emphasis on the founder journey pre- and post- transfer.
Independent director
to SMEs supporting business owners with experience in developing and delivering against their company purpose.
Shareholder representative on UK boards particularly in complex and delicate negotiations.
Oliver Wilson
Independent trustee on employee ownership trusts with a background in financing companies and working with newly appointed management teams.
Accustomed to working with recently appointed leadership teams to understand their role, focus on key deliverables and ensure that the organisation can meet its financial obligations whilst continuing to grow.
Sector agnostic and previously a business owner himself, Oliver brings a unique combination of leadership, oversight and financial acumen to operational and trust boards.
Sue Lawrence
Independent trustee on employee ownership trusts with a particular focus on early stage transition and implementation.
Governance workshop lead
utilising practical and theoretical knowledge as a director in supporting clients to discuss, identify and deliver effective governance models to support their organisational and board success.
Independent director
on UK subsidiaries and SPVs with experience across a breadth of sectors and appointments.
Lionel Zeltser
Independent SPV director on asset holding vehicles, understanding the complexities of the underlying transaction, with a specific knowledge of real estate structures.
Independent director
of UK subsidiaries, with local expertise and existing experience of the fundamentals needed for a UK incorporated entity, particularly where the purpose and strategy is set overseas. Lionel has previously acted as a group accountant, risk manager and company secretary for a large property company with overseas shareholders.
Steve Norton
Independent SPV director
on asset holding and transactional SPVs, across a range of structures and sectors, including CDOs, CLOs, ABS, warehouse vehicles and others.
Independent director
on corporate restructures, including debt restructurings, listed company and complex re-organisations. Steve has previously acted as a senior client relationship and business development manager alongside his SPV appointments.
Ann Tyler
Independent trustee
to employee owned
companies, particularly large or complex organisations or those seeking a
successor trustee.
Ann has been heavily involved in the employee ownership sector for many years, so has a breadth of knowledge as well as experience in this actively growing sector. Ann is also currently chair of Ownership at Work.
Ian Hiscock
Independent trustee
to transitioning employee ownership trusts, with a specific emphasis on employee communications, participation and forums, bringing his former experience of acting as an employee trustee to his current role as an independent.
Ian also acts as a chair of trust boards and as a successor trustee
for more mature employee owned organisations.