Executive Marketing Leadership for Financial Services and FinTech
Helping ambitious financial services businesses strengthen commercial performance through experienced board-level marketing leadership delivered on a flexible basis.
With more than 30 years’ experience across banking, securities services, investment management and fintech, I work alongside founders, CEOs, boards and investors to bring clarity, challenge assumptions and strengthen commercial decision making, providing marketing leadership without the cost, risk or delay of a permanent appointment.
— Phil Rothfield, Director
Benefit from more than 30 years of senior marketing leadership across banking, investment management and fintech. Gain an experienced adviser who contributes at board level from day one, combining strategic judgement with practical leadership enabling better commercial decisions.
Marketing should drive better commercial decisions, not simply generate activity. I help organisations sharpen their market positioning, strengthen their value proposition, improve demand generation and align marketing with commercial objectives, investor expectations and long-term business performance.
Financial services is a specialist market. Having led marketing within global financial institutions and advised high-growth fintechs, I understand the industry’s complexity, regulatory environment, buying processes and the expectations of sophisticated B2B decision-makers.
Access executive-level marketing leadership without the cost, commitment or recruitment challenges of a permanent CMO. Engagements scale to your needs — from strategic advice and board support to leading marketing transformation and commercial initiatives.
I specialise exclusively in B2B financial services.
Marketing leadership creates the greatest value when it shapes commercial strategy rather than simply delivering marketing activity.
Every organisation faces different opportunities and challenges. Some need to sharpen their market positioning, others require stronger executive leadership, a clearer go-to-market strategy or a marketing function capable of supporting the next stage of growth.
I work alongside founders, CEOs, boards and investors to provide the strategic direction, commercial insight and executive leadership needed to build stronger, more competitive businesses.
Whether your requirement is a specific transformation project or ongoing Fractional CMO support, every engagement is tailored to your objectives, priorities and pace of growth.
Develop a clear commercial strategy that aligns marketing with your business goals. Together we’ll define where to compete, how to differentiate, who to target and how marketing can become a measurable driver of sustainable growth.
Gain experienced board-level marketing leadership without the commitment of a full-time executive. I work as part of your leadership team, helping shape strategy, support executive decision-making, lead marketing functions and provide confidence to boards and investors.
Launching a new business, entering a new market or refining your proposition requires more than good marketing. I help organisations develop compelling positioning, differentiated value propositions and go-to-market strategies that resonate with clients and create sustainable competitive advantage.
Build a predictable pipeline by aligning marketing and sales around clearly defined target markets, compelling content and measurable campaigns. From Account-Based Marketing (ABM) to thought leadership and CRM strategy, every activity is designed to support commercial outcomes.
Create a marketing function capable of supporting long-term growth. Whether mentoring existing teams, recruiting new capability or introducing stronger processes and governance, I help build marketing organisations that continue to perform long after my engagement has ended.
In complex B2B markets, credibility influences commercial success and reputation matters. I help businesses and their leaders build market authority through executive insight, strategic content, public relations, industry awards, speaking opportunities and LinkedIn thought leadership—creating visibility that supports sales, partnerships, recruitment and investment.
Let’s discuss your ambitions, challenges and whether experienced executive marketing leadership can help your business achieve its next stage if growth.