Brian McPhail

Brian has over 35 years’ experience in the Financial Services industry and specialises in leading large scale multi-client organisations in institutional and retail markets.

His expertise is leading Operations, IT, Change and Customer Experience teams devoted to delivering service excellence through operational excellence. Over the years, Brian has been accountable for the servicing of millions of clients on behalf of major clients including Barclays, JP Morgan, Prudential and Aviva.

Brian’s career started with Aberdeen Asset Management, and he has worked with a number of leading Financial Services organisations at a senior level, including Admin Re as Customer Services Director, Liberata Outsourcing as Service Delivery Director, and NOW: Pensions as Chief Operating Officer. Passionate about customer centricity, Brian is a long standing Companion Member of the Institute of Customer Service. He is Securities Institute and Financial Planning qualified and a long standing members of of the Pensions Management Institute and the Institute of Directors.