A lifetime in finance —
Qualified accountant, lender and strategic business adviser.
Over 20 years connecting capital to opportunity across the UK, US & Middle East — combining finance expertise, ethical principles and commercial judgement.
From qualified accountant to TheFinancier.com.
Connecting capital to opportunity across the UK, US & Middle East.
My journey in finance began with a simple belief: that business success and ethical principles are not mutually exclusive, but rather complementary forces that create sustainable value.
I work across the UK, the Middle East and the USA helping people and businesses access the right finance, property opportunities and investment pathways. My focus is on building a clear, honest and practical route to funding, whether that's property finance, business lending or cross-border investment.
As an award-winning finance specialist, qualified accountant, lender, investor and Chartered Member of the Institute for Securities and Investment, I have over 20 years of experience in residential, commercial and business finance. I work closely with brokers, lenders and investors to structure tailored debt and equity solutions that support growth, refinancing and new opportunities.
I'm the Founder and Group CEO of UK Finance Group, a multi-brand ecosystem that brings together mortgage advice, commercial finance, property lending, business loans, investment access and a strong professional network. We support clients, investors and advisers with the structure and clarity they need to move forward confidently.
Alongside this, I lead TheFinancier.com, our international brand specialising in cross-border finance, capital introductions, international investment and global business funding solutions. We're building a bridge between the UK, the Middle East and the USA, giving clients access to a wider and more connected financial landscape.
Today, as TheFinancier.com, I continue connecting capital to opportunity across the UK, US & Middle East — building businesses, supporting entrepreneurs, and creating sustainable value through finance.
Recognised qualifications and industry achievements.
CEO of UK Finance Group
Forbes Finance Council Member
FCA Approved Person
Qualified Mortgage Adviser & Equity Release Specialist
Certified Public Accountant (CPA)
Chartered Member of the Chartered Institute of Securities and Investment (CISI) - Chartered MCSI
Licenced in Real Estate (Israel)
Rabbinical Ordination (Yoreh Yoreh)
20+ Years Finance Experience
FinTech Innovator & Entrepreneur
Graduate of the Oxford University FinTech Programme
Certificated Member of the Chartered Bankers Institute (CCBI PMA)
Foundations of expertise from leading institutions.
Saïd Business School, University of Oxford
Oxford FinTech Programme
2019 – 2020
The London Institute of Banking & Finance
CeMAP, Mortgages
2015 – 2016
Kaplan International College London
Professional Qualification, Accountancy
2010 – 2014
Chartered Insurance Institute
Equity Release & Mortgage Advice
Qualified
A career dedicated to innovation and leadership in finance.
Jan 2026
Launching The UK Lender Group
The UK Lender Group
Founded a trusted provider of secured business finance and bridging solutions, specialising in residential and commercial property lending.
Jan 2026
Launch of new websites across our group of companies
Maxim Cohen Group
Spearheading the launch of new, state-of-the-art websites for the group to enhance digital presence and drive further growth — building a global finance brand.
Jan 2025
Launched The UK Accountant
The UK Accountant
Established a dedicated brand to provide expert accounting, tax, and advisory services to businesses and individuals across the UK.
Apr 2021 – May 2023
Standards Board Advisory Panel Member
Equity Release Council
Contributed to shaping industry standards and best practices for the equity release sector.
Oct 2019 – Apr 2021
Entrepreneur In Residence (NextLevel Accelerator)
NatWest Group
Mentored and supported high-growth businesses within the NatWest accelerator programme.
Jan 2017 – Present
Founder & Group CEO
The UK Finance Group
Leading a network of specialist brands providing expert financial solutions, connecting capital to opportunity for businesses and property professionals across the UK.
Jun 2017 – Present
Founder & Chief Executive
The UK Adviser Group
Trusted partner for mortgages, property finance, and business funding solutions, empowering advisers and brokers through a digital franchise network.
Sept 2022 – Present
Semicha and Heter Iska Expert
The Finance Rabbi
Integrating financial expertise with Jewish ethical principles, offering guidance on Halachic finance and ethical lending practices.
May 2005 – Present
Partner
Royce Cohen & Company Accountants
Providing proactive accounting, taxation, and business advisory services to clients across the United Kingdom from the heart of Cheshire.
Acknowledged for excellence and leadership in the finance industry.
Shortlisted for Industry Ambassador of the Year
National Association of Commercial Finance Brokers (NACFB)
Winner — Mortgage & Protection Advice Specialist of the Year
Personal Finance Society
Finalist — IOD Director of the Year Award
Institute of Directors (IOD)
Building technology solutions for the future of finance.
LendTech Group
RegTech, LendTech, AdviserTech — technology-driven lending solutions and financial services platform
Visit WebsiteGiving back and supporting the next generation of entrepreneurs.
Virgin StartUp
Mentor
Oct 2021 – Present
The principles that guide every decision and relationship.
Integrity
Every transaction and relationship built on absolute transparency and ethical foundations.
Excellence
Delivering exceptional results through expertise, innovation, and unwavering commitment to quality.
Partnership
Building lasting relationships based on mutual respect, shared success, and collaborative growth.