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 |