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
Associate Director, Chartered Financial Planner
Hannah Crosby
Associate Director, Chartered Financial Planner
Alisdair Blackbourn
Associate Director, Chartered Financial Planner
Ruth McGaffin
Associate Director, Chartered Financial Planner
Andrew Condron
Associate Director, Financial Planner
Max Arkell
Associate, Operations
Lewis Arthur
Assistant Financial Planner
Isabelle Bach
Assistant Financial Planner
Tobias Campbell
Assistant Financial Planner
Lisa Cannadine
Associate, Client Operations
James Doughty
Associate Financial Planner
Tim Draband
Assistant Financial Planner
Matt Fagan
Senior Associate, Chartered Financial Planner
Chris Gaskell
Senior Associate, Chartered Financial Planner
George Green
Associate 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
Chris Offord
Assistant, Client Operations
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
Dan Stewart
Business Development Director
Jake Sugarman
Associate Financial Planner
Sanisha Sujit
Client Service Associate
Paco Tijdink
Senior Associate, Chartered Financial Planner
Joel Turner
Senior Associate Financial Planner
Claire Wilkes
Associate, Client Operations