Isio promotes three to partner across UK offices

14 February 2024 2 min. read
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Claire Whittaker, Girish Menezes and James Keclik have been promoted to partner with Isio. The move is in recognition of their strong track record of delivering for clients since the firm’s launch in 2020.

Founded in 2020, Isio is a pensions, benefits and investment advisory headquartered in London. The Isio team consists of more than 800 people across nine regional hubs, dealing with over 1,000 client relationships, small to blue chip; public to private. Among the clients are household names such as Fujitsu and Tui.

As the firm looks to recognise the importance of investing in people, and build capacity, it has announced a trio of partnerships. According to a release from the firm, the promotions demonstrate a “strong track record of helping clients and will play a pivotal role in continuing to bolster Isio’s position as a market disruptor.”

Isio promotes three to partner across UK offices

Claire Whittaker is a former KPMG director, who moved to Isio when it first carved itself out from the Big Four firm four years ago. She is a pensions actuary with significant experience of advising large clients both corporates and trustees on pensions risk management, governance, future pension provision and M&A – and was previously also a consultant with Mercer. As partner, she will play an active leadership role supporting the firm’s growth ambitions in London, supporting clients including advising on strategic scheme governance projects.

Girish Menezes also arrived at Isio via KPMG, having previously been head of the firm’s pensions administration team. In that role her led an integrated team of administration, technology and implementation resources, who delivered services to over 140 schemes. He is also a board director of the Pensions Administration Standards Association (PASA) and a member of the Advisory Council of the Pensions Management Institute.

James Keclik was a director at KPMG before the launch of Isio. Since 2020, he has served as the leader of Isio’s Reading office – a role he will maintain as partner, alongside playing a wider strategic role nationally meeting clients’ needs through more diverse Isio offerings.

Andrew Coles, chief executive of Isio, commented, “We are fortunate to have very talented people at Isio bringing great expertise and value to our clients. Since becoming independent in 2020, we have appointed 23 new partners demonstrating our commitment to investment for our growth and creating progression and opportunities for our people. Claire, Girish and James all have excellent track records of helping Isio clients and I am delighted to welcome them to the partner leadership group at such an exciting time for Isio as we cement our challenger status in the market.”