Advisory Panel

CCM Change Consultancy

Advisory Panel

CCM Change Consultancy

managing change

Donna Robertson

INDEPENDENT FINANCIAL ADVISER
DipPFS Cert MP

Donna has 19 years of experience in the Financial Services industry. Starting her professional journey as a bank teller at age 18, qualifying as a Financial Adviser aged 22, next Independent Financial Advisor and now, Company Director.

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Donna builds solid relationships based on trust and mutual understanding. Specialising in Investments and Pensions, Donna has throughout her career proudly kindled a reputation for honesty and reliability, always going above and beyond to secure her client’s financial futures whilst always maintaining clear communication and contact.

Wealth Management can sometimes be unnecessarily overwrought with financial jargon and complicated legal terms. One of Donna’s main strengths has always been her ability to communicate this side of the process to clients clearly in a frank and straightforward way, breaking down in her own terms how to get the optimum work out of their investments.

Donna’s dedication is matched by her expertise in Financial Services, and she prides herself on high standards and ethics of the FCA. Always looking to improve herself, Donna is now working towards Chartered status as a Financial Planner. Self-development is not where it stops for Donna, as she, and Rosewood Wealth Management, make every effort to create a different kind of wealth management offer based around close client relationships, personal support, and ethical, honest, consistent advice.

When not working with clients, Donna might be found in the cinema or the gym and likes to get away on the weekends with her husband, Ben, daughter, Erin and their Bloodhound – Cooper.

culture

Dr Sinan Al-Bermani

Sinan is an eminent, critically acclaimed and published materials Scientist and Engineer (MEng) who has a PhD in Metallurgy from the University of ​his adopted city – ​Sheffield.

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He has been a career long developmental specialist in the ​steel​ industry​ and ​undertaken​ significant ​work​ in metals transformation – casting, forging and additive manufacturing. Sinan’s experience covers a range of materials for a broad scope of applications from​ nickel-based alloys ​employed in aerospace, cobalt materials used for medical applications to titanium and high performance steel​ ​supporting the latest advanced technology specifications.

Dr Al-Bermani is currently involved at the scientific cutting edge of UK manufacturing R&D, creating, and operating with, the latest tools and information. Although relatively fledgling in Metallurgical terms during his already illustrious career he has undertaken projects involving industrial ​and ​manufacture​ design​ (CAD, FEA) computer simulations, logistic solutions, equipment design and lean manufacture for factory layout and flow. Additional to the UK based work Sinan has ​also undertaken international consultancy​ and is multi-lingual​.

When not creating the future Sinan loves creating gastronomically – a keen baker and barista. He is also an explorer who can be found as easily out and about locally in his beloved Peak District or in Tortuguero, Costa Rica. The self-describing portmanteau Metravellurgist, is one of his lesser recognised alloying developments.

Listen to the Science.

process enhancement

Lee Wilson

MBA GAICD HND

Lee is now a dual citizen of Australia/UK – and although based predominantly in Singapore, Lee works extensively through the APAC region.

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Qualified as an engineer, Lee has provided engineering services and support for some of the world’s largest global Oil & Gas organisations. He has set up supply warehouses, led large scale manufacturing plants, and value-added local services such as Valve Automation and service centres across APAC.

Specialising in business turnaround & optimisation, and developing high performing Executive teams, he has acted as a Director, advisory board member, and CEO of companies in manufacturing and distribution sectors. Lee has been a leader for businesses ranging from privately owned organisations to the Fortune 500 companies, managing complex geographical and cultural operations across Europe, and Asia Pacific.

Lee has an MBA from the Australian Institute of Management, is a Graduate of the Australian Institute of Company Directors and has completed the Melbourne Business School’s Senior Executive Program.

process enhancement

Phil Hartshorne

Transformational Leadership Consultant, Coach and Mentor

Phil has held leading Commercial and Supply chain roles with global organisations including Cadbury and Kraft. He joined Cadbury as a sales merchandiser on the front line dealing with direct distribution and wholesalers. 

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Over a 20-year career, he progressed to leadership positions across Sales and Logistics. Operating at Director level in the UK Phil played a key role in the 2003 Kraft transition at Cadbury and, once successfully complete, took the option to set up his own consultancy specialising initially in FMCG operations but eventually working with a broader client portfolio and scope.

Phil is an authentic, credible leader who engenders commitment and trust from peers, colleagues, and clients alike. He has a passion for leadership development and operational excellence delivered through engaging with people and connecting teams.

His passion for “Human Skills” based leadership that was the rocket fuel for his dazzling and successful career at Cadbury and Kraft motivates him still. He now applies the same enthusiasm, empathy, knowledge, and experience into working with aspirational leaders, business owners, executives, and their teams to bring out their very best.

Phil has also excelled at Leadership away from the boardroom as a successful and innovative cricket captain. Again, in this role Phil operated with high credibility being a fearsome and talented all-rounder who rattled a few helmets and batting averages in the Lancashire league. Having puts his pads away Phil is now something of a gastronome who likes to cook, accompanied by a nice red, and seek out fine dining opportunities around the Peak District.

 

managing change

Managing Change

CCM work with our clients towards successful project completion and to embed a culture receptive and ready for change

culture

Culture

CCM can help develop the building blocks, aligning values with strategy, for a productive culture

process enhancement

Process Enhancement

CCM will look to establish a continuous improvement culture in organisations that support constant change

people

People

CCM know that investing in people can exponentially improve the performance of an organisation