Meet The Team

The Team

No description available

Jo Haigh

LLB AAT ACS CF

CEO

Since 1989 Jo has bought and sold approximately 400 companies specialising in owner managed companies, in addition to selling three of her own companies and undertaking two personal MBOs. Throughout her career, Jo has held 40+ non-executive roles and is currently a Non-Executive Director and Chair for number of prestigious companies across England and the Isle of Man. Jo is also a regular presenter on corporate governance and mergers and acquisitions for prestigious organisations across the UK and Europe.

Key Highlights:

  • Winner of the Non-Exec Director of the Year, IoD Yorkshire & North East Regional Awards (2018)
  • Nominated for Business Woman of the Year, The Yorkshire Choice Awards (2018)
  • Finalist in Business Services category, First Women Awards (2017)
  • Announced as one of Academy for Chief Executives top 22 speakers, landing her on the “Cloud Nine League Table” (2017)
  • fds winners of Most Innovative UK Deal Negotiator & AI One to Watch in Corporate Finance, Acquisition International (2016)
  • Shortlisted for Mentor of the Year, First Women Awards (2016)
  • Shortlisted for Inspiring Leader of the Year, Forward Ladies (2015)
  • Winners of Super Staff Award, BIY Inspired Awards (2015)
  • Shortlisted for SME Business of the Year, Forward Ladies (2015)
  • Winner in the CBI First Women in Business Services Award (2014)
  • Finalist of the Yorkshire Women of Achievement Awards (2013)
  • Winner of The Sunday Times NED of the Year Award in association with Peel Hunt
  • Finalist in the Business Advisor Category, IoD Awards (2011)

Fun Facts:

  • Most likely to: Break her big toe by dropping a wine bottle on it!
  • Least likely to: Go camping
No description available

Poonam Kaur

BSC (Hons) FCCA Cert IoD

Managing Director

Poonam, a qualified accountant, manages all projects, transactions and operational issues on a day to day basis. She is also a huge supporter of, and contributor to, the strategic plans of the company. Poonam has been the lead negotiator on many deals and has successfully conducted a number of transactions of varying sizes.

Key Highlights:

  • Shortlisted for Business Advocate of the Year, The British Business Awards (2019)
  • Winner of Mentor of the Year, Forward Ladies Yorkshire, North East and Scotland Region (2019)
  • Finalist for Director of the Year, Small – Medium Business, IoD Yorkshire & North East Awards (2019)
  • Shortlisted for Young Director, Yorkshire Business Leaders Awards (2017)
  • Shortlisted in the Rising Star Category, Forward Ladies (2016)
  • Achieved a Distinction in the IoD Certificate in Company Direction Examination (2016)
  • IoD Regional Committee 99 Ambassador (2016)
  • Re-elected Treasurer of Wakefield First Bondholders Steering Group (2016)
  • Shortlisted in the Rising Star category, Forward Ladies (2015)
  • Winners of Super Staff Award, BIY Inspired Awards (2015)
  • Nominated for IoD Director of the Year Awards (2015)
  • Insider's 42 under forty two (2015)
  • Managing Director at age of 32
  • Treasurer of Wakefield First Bondholders Steering Group (2014)

Fun Facts:

  • Most likely to: Say it as it is
  • Least likely to: Finish a cup of tea
No description available

Alan Marks

ACII

Non-Executive Director

Alan has over 25 years’ experience of advising owner directors and entrepreneurs in both financial and business services matters. Alan has personally been involved in the building and selling of financial services companies and has also worked with many professional advisors to assist them and their clients. Alan currently holds a number of Non-Executive roles with various companies from Technology companies through to a specialist Consultancy business which works with Primary Health Trusts.

Fun Facts:

  • Most likely to: Organise a meeting on a golf course
  • Least likely to: Leave his dog at home
No description available

Mike Rosser

BA FIPA

Director

Mike has worked for major London, Manchester UK, New York and Chicago agencies in senior positions with over 30+ years experience. He became a business adviser supporting large and small companies in areas including: business planning, implementation, turnaround, marketing and sales, and as a non-executive director.

Fun Facts:

  • Most likely to: Be at the football match
  • Least likely to: Know what an iron is
No description available

Sarah Chadwick

BSc (Hons)

Corporate Finance Executive

Sarah is well equipped, with a degree in Events Management, to assist with client relations and client management on a daily basis. She is a huge contributor to all ongoing projects, utilising her exemplary organisation and research skills throughout.

Key Highlights:

  • Winners of Super Staff Award BIY Inspired Awards (2015)

Fun Facts:

  • Most likely to: Have a cup of green tea to hand
  • Least likely to: Take a picture in one shot
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Rachel Gill

BA (Hons)

Creative Marketing Executive

With a degree in Surface Design, Rachel oversees and facilitates the marketing requirements for fds and leads the creative process, design and preparation of all internal and external marketing collateral and business documents.

Key Highlights:

  • Shortlisted for Employee of the Year Wakefield Business Week Awards (2016)
  • Winners of Super Staff Award BIY Inspired Awards (2015)
  • Exhibited at New Designers Part 1 (London) (2014)

Fun Facts:

  • Most likely to: Be planning/organising something
  • Least likely to: Turn into an adrenaline junkie
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Gemma Dickinson

BA (Hons)

Course Coordinator and Project Assistant

Gemma has a degree in Hospitality and Business Management, and 13 years’ experience in the hospitality industry, she has extensive skill in client management and customer service. Gemma oversees all aspects of director-level training services, office duties and is responsible for client liaison and meeting management.

Key Highlights:

  • Took part in the Great North Swim, Lake Windermere to raise money for Mind Charity (2014 & 2013)

Fun Facts:

  • Most likely to: Be out discovering new cycling routes
  • Least likely to: Cook dinner!
No description available

Owen Harvey

MA BA

Project Assistant

Owen, with a joint master’s degree and experience in customer service, will be assisting the team by providing regular support with ongoing projects.

Fun Facts:

  • Most likely to: be listening to music
  • Least likely to: be drinking milk

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