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Isio appoints Dan Thomas as CEO

Thomas has more than two decades of leadership experience in professional services, consulting, outsourcing and growth transformation.

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Isio has appointed Dan Thomas (pictured) as chief executive officer (CEO), effective from 1st September 2026. 

Thomas has more than two decades of leadership experience in professional services, consulting, outsourcing and growth transformation, including senior roles at KPMG, Dell, Huntswood and the Management Consulting Group. 

He has advised private equity backed businesses on growth strategy, commercial transformation and AI-enabled professional services. 

Most recently, Thomas co-created the go-to-market strategy for Unity Advisory.

Thomas will take over from Andrew Coles, who led Isio through its growth as one of the UK’s fastest-growing pensions, employee benefits, wealth and investment management firms. 

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Thomas said: “Isio is a highly respected business with exceptional clients, talented people and strong market fundamentals. 

“The convergence of changing client expectations, technology and long-term structural shifts across pensions, employee benefits, wealth & investment management presents a significant opportunity. 

“What attracted me most was the strength of the platform already built, alongside the opportunity to help lead the business into its next phase of growth.”

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Coles said: “Isio has easily been the highlight of my business career. From the early days of creating a new brand and then to establishing Isio as a leading force in the market, it’s been great to have been part of the development and growth to the scale it is today. It has been hard work but hugely exciting. 

“We have created something different and special in the market. 

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“I’m delighted to be handing over to such an excellent leader in Dan and look forward to watching Isio and its talented team flourish under his leadership as I step back from a full-time executive role.”

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Chris Woodhouse, chairman at Isio, said: “Dan is an outstanding appointment for Isio, combining deep professional services leadership experience with strong commercial instincts, significant private equity exposure and a modern perspective on how technology and AI will reshape advisory businesses over the coming decade. 

“The Board believes Isio has substantial growth opportunities ahead, bringing broader client offerings to the market and Dan is well placed to lead the business through this next phase.”