The Team
Delivering exceptional service to clients requires a team of people with different but complementary skills dedicated to providing world class output both technically and personally. We are fortunate and privileged to have collected together a group of people who are committed to providing valuable independent advice on people’s investments within a sensible financial plan.
Steve Norburne
Director, Chartered Financial Planner and Fellow of the Personal Finance Society |
Peter Cross
Associate Director, Chartered Financial Planner and Fellow of the Personal Finance Society |
Hector Millar
Senior Associate Financial Planner |
Hannah Crosby
Associate Director, Chartered Financial Planner |
Alisdair Blackbourn
Associate Director, Chartered Financial Planner |
Ruth McGaffin
Associate Director, Chartered Financial Planner |
Max Arkell
Associate, Operations |
Lewis Arthur
Assistant Financial Planner |
Tobias Campbell
Assistant Financial Planner |
Lisa Cannadine
Associate, Client Operations |
Andrew Condron
Senior Associate Financial Planner |
Alan Cooper
Assistant, Client Operations |
James Doughty
Associate Financial Planner |
Tim Draband
Assistant Financial Planner |
Matt Fagan
Senior Associate, Chartered Financial Planner |
Kishan Gangadia
Associate Director, Chartered Financial Analyst |
Chris Gaskell
Senior Associate, Chartered Financial Planner |
Dominic Groom
Associate Financial Planner |
Julius Haswell
Investment Associate |
Oli Hatfield
Senior Associate Financial Planner |
Lauren Helmore
Associate, Client Services |
Hannah Howitt
Marketing Associate |
Suraj Kumar
Associate, Client Services |
Adam Landa
Associate Financial Planner |
Ramola Lasrado
Assistant, Client Operations |
Wonsang Lee
Senior Associate Financial Planner |
Ben Long
Senior Associate, Finance |
Michael Markham
Associate, Client Operations |
Sam Marshall
Associate Financial Planner |
Annabeth McDowell
Associate, Compliance |
Freddie Neden
Associate Financial Planner |
Leonora Newell
Office Manager |
Will Passmore
Assistant Financial Planner |
Thomas Powell
Senior Associate, Operations |
Chloe Ray
Associate, Client Operations |
Amy Rock
HR Assistant |
Jonny Rusbridge
Associate Director, Chartered Financial Analyst |
Rose Ryder
Assistant, Client Operations |
Ronke Shonibare
Assistant, Client Operations |
Will Sibley
Associate Financial Planner |
Ed Springett
Associate Financial Planner |
Jake Sugarman
Associate Financial Planner |
Sanisha Sujit
Client Service Associate |
Paco Tijdink
Senior Associate Financial Planner |
Joel Turner
Senior Associate Financial Planner |
Claire Wilkes
Associate, Client Operations |