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.

Steve Norburne Director, Chartered Financial Planner and Fellow of the Personal Finance Society	Peter Cross Associate Director, Chartered Financial Planner and Fellow of the Personal Finance Society	Hector Millar Senior Associate Financial Planner
Hannah Crosby Associate Director, Chartered Financial Planner	Alisdair Blackbourn Associate Director, Chartered Financial Planner	Ruth McGaffin Associate Director, Chartered Financial Planner
Max Arkell Associate, Operations	Lewis Arthur Assistant Financial Planner	Tobias Campbell Assistant Financial Planner
Lisa Cannadine Associate, Client Operations	Andrew Condron Senior Associate Financial Planner	Alan Cooper Assistant, Client Operations
James Doughty Associate Financial Planner	Tim Draband Assistant 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
Hannah Howitt Marketing Associate	Suraj Kumar Associate, Client Services	Adam Landa Associate Financial Planner
Ramola Lasrado Assistant, Client Operations	Wonsang Lee Senior Associate Financial Planner	Ben Long Senior Associate, Finance
Michael Markham Associate, Client Operations	Sam Marshall Associate Financial Planner	Annabeth McDowell Associate, Compliance
Freddie Neden Associate Financial Planner	Leonora Newell Office Manager	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