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	George Bathurst 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	Georgina Hayward Head of HR	Lauren Helmore Client Services Administrator
Jack Holmer Administrative Assistant	David Home Associate Financial Planner	Wonsang Lee Associate Financial Planner
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	Rose Ryder Client Services Administrator	Ahmet Shevket Chartered Financial Planner and Fellow of the Personal Finance Society
Horatio Shirley Associate Financial Planner	Karen Swanston Senior Marketing Manager	Joel Turner Assistant Financial Planner
Claire Wilkes Client Services Administrator	Alice Winter PA to the Senior Partner