Optima Health

THIS IS A TEST

Director and Head of Governance

Laura started her professional life as a corporate lawyer, qualifying as a solicitor with Denton Wilde Sapte (now Dentons) in 2000. Following 5 years at Dentons, including an 8-month stint in the Tokyo office, Laura moved to the McGrigors (now Pinsent Masons) corporate department where she worked on domestic and international M&A, joint ventures, IPOs and secondary fundraisings. During her time at McGrigors, Laura completed an 8-month secondment to the Corporate Finance Department of Evolution Securities and was a member of the legal committee of the QCA.

Laura joined One Advisory in 2011 and has turned her attention to how transactions and governance work “in real life”, aiming to identify and implement solutions for clients which are accessible and workable as well as academically sound. She is keenly aware of the resources gap between SMEs and listed giants and looks for ways to help One Advisory’s clients navigate their compliance and governance challenges as constructively and painlessly as possible.

Laura believes in the benefits of good governance and considers that many boards and their companies can benefit enormously from some relatively small shifts in approach, practice and behaviours. The 80:20 rule applies!

Laura holds ACG Chartered Governance Professional status from The Corporate Governance Institute (formerly ICSA) and is Deputy Chair of the QCA Corporate Governance Committee.

Director – Company Secretarial, Governance

Angie has ten years’ experience as a company secretary including in-house roles with large and complex listed companies. A former goldsmith, Angie ran her own micro business for a decade before deciding to broaden her horizons and enter the world of corporate governance. Having started her CoSec career at Hermes Fund Managers (now Federated Hermes), she qualified in 2014, after which she joined hedge fund manager Man Group (FTSE 250) followed by Marks & Spencer (FTSE 100). After a stint at BBC Studios, Angie progressed to professional services, first at Link Group and finally as a member of the One Advisory CoSec team in 2021.

With her background of in-house and outsourced CoSec roles, Angie aims to provide her clients with the best of both worlds, delivering expert, independent advice supported by market insights, while remaining a member of the “home team” in spirit. She is passionate about making the complex simple, helping boards to navigate the many and varied challenges that come with being a public limited company.

Associate Director – Company Secretarial, Governance

Paul has been working in the corporate governance field for more than a decade, including experience in working in the public, private and third sectors, including a national lobbying association and high-profile charitable organisations. Since 2016, Paul has been working in professional services and has wide-ranging experience in working with private sector clients, including those in the FTSE 100, FTSE 250 and AIM indices.

Having worked with a range of companies at different stages of their development, Paul strongly believes that there is no ‘one size fits all’ approach toward corporate governance and that governance frameworks must be developed in a way that serves as a core enabler of the Board, management and the company more generally. He also believes strongly in supporting and empowering the corporate governance profession and currently co-chairs the South-East England Branch of the Chartered Governance Institute. He has also spoken at a number of corporate governance events, and will be a panellist at CGI ESG Summit in 2023. He has also recently co-authored a publication looking at Board diversity in FTSE Small Cap and AIM-listed companies.

Outside of his day job, Paul acts as Company Secretary for the Blockchain and Climate Institute, an international think tank promoting the use of emerging technologies in combatting climate change. Outside of work, Paul enjoys playing piano, as well a range of sports, including tennis and triathlons.

Associate Director – Company Secretarial, Governance and Compliance

Sophie has over ten years’ governance experience including significant share plans work. Her in-house company secretarial experience ranges from ‘all-hands-on-deck’ AIM IPO preparation to senior roles in multinational FTSE 100 businesses. A variety of permanent and contract roles (including British Land, Kingfisher, Friends Life, and Mondi) has given Sophie a broad experience base. Having qualified in 2014, Sophie also earned a distinction in the ICSA Certificate in Employee Share Plans.

Sophie joined the One Advisory team in 2019 and supports AIM, Standard and Premium List clients with practical applied governance advice. Having been on the ‘client side’ herself for many years, she knows from personal experience the difference a great client-advisor relationship can make.

Director and Head of Financial Reporting and Transactional Support

Michael has extensive experience of advising listed companies or companies seeking a listing in London.

Michael qualified as an ACA in 2010 with PwC, having worked within its assurance practice. Michael’s role in PwC included being the senior in charge on audit engagements for a wide range of complex clients across industries such as utilities, construction, manufacturing, technology, software, engineering, healthcare and not-for profit.

After leaving practice, Michael joined ION Group, a market leading trading technology company, where Michael was involved in the statutory reporting across various jurisdictions.

Michael joined One Advisory in 2014 and his role includes managing IPO finance support projects for companies going through the IPO process (e.g., IFRS conversions, FPPPs and PPAs), as well as advising existing listed companies on their day-to-day, annual and interim financial reporting requirements.

Director – Financial Reporting and Transactional Support

Campbell qualified as a chartered accountant of Australia and New Zealand with Carlton DFK in Auckland as a member of their assurance team. As part of this team managed engagements for entities in the aquaculture, manufacturing and charitable spaces.

Campbell then joined McCulloch and Partners in Queenstown, at which he provided financial accounting services to several large entities in the tourism, hospitality and aerospace sector.

He joined One Advisory in 2014 as a member of the Financial Reporting and Transactional Support team. Over the years, his role has evolved into managing the financial outputs required as part of a client’s IPO (e.g. IFRS conversions, FPPPs and PPAs), assisting listed companies with their external financial reporting and ensuring best practice is followed for internal reporting.

Director – Financial Reporting and Transactional Support

Dimitri started his career on a graduate scheme with PwC in London, working on the audits of AIM-listed and private companies.

After qualifying as a chartered accountant, Dimitri moved to a boutique accountancy practice which later became part of Throgmorton where he spent 9 years providing outsourced financial control, IPO and technical accounting advisory services to a wide range of private and listed clients across a variety of industries, focusing on natural resources, real estate and financial services.

Dimitri joined One Advisory in 2022 to further strengthen the team’s capability to assist clients in navigating their IPO journey and to address technical accounting challenges that may arise during or after the listing process.

Associate Director – Financial Reporting and Transactional Support

Jas has significant experience in providing general business advice to AIM listed companies as well as clients both domestically and internationally, in a range of sectors from film, music and sports industry clients to international retail, not-for-profit and entrepreneurs with global business interests.

Prior to joining One Advisory, Jas worked at a top 10 accounting firm in which he provided SMEs advice on how to structure their finance functions as well as providing support in the production of management and statutory financial reporting information, implementing compliant accounting cloud-based software, ensuring international VAT compliance was adhered to (including distance selling VAT returns) and providing strategic growth advice.

Jas joined One Advisory in 2020 and his role includes being the first point of contact in managing IPO finance support projects such as FPPP’s and IFRS conversions.

In a world of ever increasing regulatory and disclosure requirements for listed companies, Jas’s role sees him work closely with the Board of Directors on a number of PLCs to assist them in navigating these challenges. Jas has extensive experience in preparing audited consolidated group accounts under IFRS to the required standard allowing auditors to sign off within the agreed upon timeframe with the client that satisfies market expectations.

Associate Director – Financial Reporting and Transactional Support

Jasmine joined One Advisory in 2021 from BDO LLP where she worked within the Financial Services audit team. Jasmine has over 6 years extensive experience auditing statutory financial statements and preparing accounts.

Jasmine qualified as an ACA chartered accountant in 2018, at SRLV Limited, an accountancy practice based in the West End of London, where she led a number of audit engagements with clients ranging across retail, media, hospitality, technology, property investment and leisure. During this time, she gained exposure to advising both listed and unlisted companies both under IFRS and UK GAAP.

Prior to One Advisory, Jasmine joined BDO LLP in early 2019 and managed on a portfolio of complex financial service bases clients, including both UK and internationally based groups.

Currently, Jasmine works on a portfolio of existing listed companies at One Advisory, assisting on their day-to-day, annual and interim financial reporting requirements whilst managing and supporting on IPO finance projects for companies going through the IPO process.

Director – Financial Reporting and Transactional Support

Melanie started her career in industry before accepting a role as an associate at EY. While at EY, Melanie was involved in the audit of clients from a wide range of sectors including manufacturing, technology, healthcare, and financial services.

Melanie joined One Advisory in 2017 and completed her ACCA qualification in 2018. Since then, Melanie has gained valuable experience assisting companies with various financial workstreams required when completing an IPO. Melanie’s role includes advising clients on their Financial Position and Prospects Procedures (FPPP), preparing IFRS Conversions and Purchase Price Allocations (PPA). Melanie is also involved in managing the monthly, interim, and annual reporting requirements for existing listed clients.

Associate Director – Financial Reporting and Transactional Support

Max has worked with a vast range of businesses from SME to large corporate Plc’s over his career to date, providing advice and assurance to listed and non-listed entities, with a spotlight on companies which are looking to list on the UK markets.

A qualified chartered accountant, having completed his ACA in 2018, Max started his career at Rayner Essex LLP, a chartered accountancy practise, where he was the lead senior on a catalogue of audits with a focus on SME business.

Moving to Deloitte LLP in early 2019, he managed the audits of large international and UK based groups, with a strong focus on technology, including clients such as Open Table and the wider Booking.com Group, where he spent time supporting on workstreams in San Francisco. Other key engagements included a focus on PE funded international groups.

Max joined One Advisory in early 2021, where his role includes managing and supporting on IPO finance projects for companies going through the IPO process and providing finance function support and advice to existing listed companies on their financial reporting requirements.

Finance Team and Operations Manager

Emma joined One Advisory in May 2022 from a West End based accountancy firm where she assisted with clients bookkeeping and ad-hoc requirements. Emma has over 4 years accountancy assistant experience with clients from a range of different industries.

Currently, Emma is the Finance Team and Operations Manager for the One Advisory Finance Team. Emma ensures the organisation of the team and supports them with all ad-hoc tasks as well as processing our client payment runs. Emma also processes our One Advisory invoices and is involved with organising company events.