Isio Appoints Dan Thomas as Chief Executive Officer

Isio, a leading advisory firm supporting clients across pensions, employee benefits, wealth & investment management, today announces the appointment of Dan Thomas as its new Chief Executive Officer, effective 1 September 2026.

Dan joins Isio with more than two decades of leadership experience spanning professional services, consulting, outsourcing, and growth transformation. His career has included senior leadership roles at KPMG, Dell, Huntswood and the Management Consulting Group.

Dan has worked closely with several private equity backed businesses, advising on growth strategy, commercial transformation and AI-enabled professional services. More recently he has helped to co-create the go-to-market strategy for Unity Advisory, the PE-backed AI-native advisory firm.

Dan joins Isio at a pivotal moment in the firm’s evolution, succeeding Andrew Coles, who has led the business to a strong position as one of the UK’s fastest-growing pensions, employee benefits, wealth and investment management firms.  Five years on from its first annual results in 2020, Isio has nearly trebled revenue and profit. This growth has been driven by strong organic performance and targeted acquisitions that have diversified and strengthened the Group’s proposition bringing innovative solutions to a broader client base.

Recent annual reporting showed group revenues of £188m and EBITDA of £54m, representing a five-year CAGR of 21% since Isio’s first results in 2020. Today, Isio employs nearly 1,500 people across 10 UK offices.

The recent strategic acquisition of Collidr, aimed at enhancing Isio’s technology-led investment capabilities, demonstrates the firm’s strong appetite for further growth and development.

Commenting on the appointment, Chris Woodhouse, Chairman of 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.”

Dan 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.”

Andrew Coles commented: “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. 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.”