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 Associate Financial Planner	George Bathurst Assistant Financial Planner
Alisdair Blackbourn Chartered Financial Planner	Robin Blackledge Chartered Financial Planner	Lisa Cannadine Senior Client Services Administrator
Andrew Condron Assistant Financial Planner	Hannah Crosby Senior Associate	Peter Cross Chartered Financial Planner and Fellow of the Personal Finance Society
Rebecca Dawkins Associate Financial Planner	Kishan Gangadia Investment Associate and CFA Charterholder	Elizabeth Garrett Client Services Administrator
Chris Gaskell Associate Financial Planner	Will Godsave Chartered Financial Planner	Oliver Griffiths Assistant Financial Planner
Fergus Hamilton Assistant Financial Planner	Lauren Helmore Client Services Administrator	Jack Holmer Administrative Assistant
David Home Associate Financial Planner	Alex Kamieniecki Associate Financial Planner	Jonathan Law Assistant 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	Freddie Neden Assistant Financial Planner
Steve Norburne Chartered Financial Planner and Fellow of the Personal Finance Society	Benedict Owens Associate Financial Planner	Shamal Patel Associate Financial Planner
Thomas Powell Assistant Financial Planner	Jonny Rusbridge Fund Analyst and CFA Charterholder	Rose Ryder Client Services Administrator
Horatio Shirley Associate Financial Planner	Karen Swanston Senior Marketing Manager	Joel Turner Assistant Financial Planner
Claire Wilkes Senior Client Services Administrator	Alice Winter PA to the Senior Partner	Thomas Youngman Assistant Financial Planner