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.

Max Arkell Associate, Operations	Lewis Arthur Assistant Financial Planner	Charlie Barrow Associate Financial Planner
Alisdair Blackbourn Associate Director, Chartered Financial Planner	Tobias Campbell Assistant Financial Planner	Lisa Cannadine Associate, Client Operations
Andrew Condron Senior Associate Financial Planner	Hannah Crosby Associate Director, Chartered Financial Planner	Peter Cross Associate Director, Chartered Financial Planner and Fellow of the Personal Finance Society
Ellie Davison PA to the Senior Partner	James Doughty Associate Financial Planner	Matt Fagan Senior Associate, Chartered Financial Planner
Kishan Gangadia Associate Director, Chartered Financial Analyst	Chris Gaskell Senior Associate, Chartered Financial Planner	Dominic Groom Associate Financial Planner
Julius Haswell Investment Associate	Oli Hatfield Senior Associate Financial Planner	Lauren Helmore Associate, Client Services
Suraj Kumar Associate, Client Services	Adam Landa Associate Financial Planner	Ramola Lasrado Assistant, Client Operations
Wonsang Lee Senior Associate Financial Planner	Natasha Loke Assistant Financial Planner	Ben Long Senior Associate, Finance
Michael Markham Associate, Client Operations	Sam Marshall Associate Financial Planner	Eloise Marshall Cawley Assistant Financial Planner
Annabeth McDowell Associate, Compliance	Ruth McGaffin Associate Director, Chartered Financial Planner	Hector Millar Senior Associate Financial Planner
Freddie Neden Associate Financial Planner	Leonora Newell Office Manager	Steve Norburne Director, Chartered Financial Planner and Fellow of the Personal Finance Society
Benedict Owens Chartered Financial Planner	Will Passmore Assistant Financial Planner	Thomas Powell Senior Associate, Operations
Chloe Ray Associate, Client Operations	Amy Rock HR Assistant	Jonny Rusbridge Associate Director, Chartered Financial Analyst
Rose Ryder Assistant, Client Operations	Ronke Shonibare Assistant, Client Operations	Will Sibley Associate Financial planner
Ed Springett Associate Financial Planner	Jake Sugarman Associate Financial Planner	Sanisha Sujit Client Service Associate
Paco Tijdink Senior Associate Financial Planner	Joel Turner Senior Associate Financial Planner	Claire Wilkes Associate, Client Operations