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.

Alec Atherton Assistant Financial Planner	Charlie Barrow Associate Financial Planner	George Bathurst Assistant Financial Planner
Alisdair Blackbourn Associate Director, Chartered Financial Planner	Lisa Cannadine Associate, Client Operations	Andrew Condron Associate Financial Planner
Hannah Crosby Associate Director, Chartered Financial Planner	Peter Cross Associate Director, Chartered Financial Planner and Fellow of the Personal Finance Society	Rebecca Dawkins Associate Financial Planner
James Doughty Assistant Financial Planner	Julia Duddy PA to the Senior Partner	Kishan Gangadia Associate Director, Chartered Financial Analyst
Elizabeth Garrett Assistant, Client Operations	Chris Gaskell Associate Financial Planner	Rory Gower Assistant, Client Services
Oliver Griffiths Assistant Financial Planner	Dominic Groom Assistant Financial Planner	Fergus Hamilton Assistant Financial Planner
Tom Harmer Assistant Financial Planner	Oli Hatfield Assistant Financial Planner	Lauren Helmore Associate, Client Services
Ramola Lasrado Assistant, Client Operations	Wonsang Lee Associate Financial Planner	Ben Long Associate, Finance
David Mair Senior Associate, Chartered Financial Planner	Sam Marshall Assistant Financial Planner	Ruth McGaffin Associate Director, Chartered Financial Planner
Hector Millar Senior Associate Financial Planner	Freddie Neden Assistant Financial Planner	Leonora Newell Receptionist
Steve Norburne Director, Chartered Financial Planner and Fellow of the Personal Finance Society	Benedict Owens Associate Financial Planner	Thomas Powell Associate, Operations
Jonny Rusbridge Senior Associate, Chartered Financial Analyst	Rose Ryder Assistant, Client Operations	Horatio Shirley Senior Associate, Chartered Financial Planner
Karen Swanston Senior Associate, Marketing	Chris Thomas Assistant Financial Planner	Paco Tijdink Associate Financial Planner
Joel Turner Associate Financial Planner	Claire Wilkes Associate, Client Operations	Alice Winter PA to the Senior Partner