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.

Felix Aylett Associate Financial Planner	Charlie Barrow Assistant Financial Planner	Alisdair Blackbourn Chartered Financial Planner
Lisa Cannadine Client Services Administrator	Hannah Crosby Associate Financial Planner	Peter Cross Chartered Financial Planner and Fellow of the Personal Finance Society
Kishan Gangadia Investment Associate and CFA Charterholder	Chris Gaskell Associate Financial Planner	Oliver Griffiths Assistant Financial Planner
Lauren Helmore Client Services Administrator	Jack Holmer Administrative Assistant	Ben Long Finance Assistant
David Mair Associate Financial Planner	Ruth McGaffin Senior Associate Financial Planner	Hector Millar Associate Financial Planner
Steve Norburne Chartered Financial Planner and Fellow of the Personal Finance Society	Shamal Patel Associate Financial Planner	Jonny Rusbridge Fund Analyst and CFA Charterholder
Ahmet Shevket Chartered Financial Planner and Fellow of the Personal Finance Society	Horatio Shirley Associate Financial Planner	Joel Turner Assistant Financial Planner
Claire Wilkes Client Services Administrator	Alice Winter PA to the Senior Partner