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	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	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	Michael Markham Assistant, Client Operations
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	Ed Springett Assistant Financial Planner
Chris Thomas Assistant Financial Planner	Paco Tijdink Associate Financial Planner	Joel Turner Associate Financial Planner
Claire Wilkes Associate, Client Operations	Alice Winter People and Talent Associate