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
Assistant, Operations |
![]() Charlie Barrow
Associate Financial Planner |
![]() Alisdair Blackbourn
Associate Director, Chartered Financial Planner |
![]() Lisa Cannadine
Associate, Client Operations |
![]() Andrew Condron
Associate Financial Planner |
![]() Hannah Crosby
Associate Director, Chartered Financial Planner |
![]() Peter Cross
Associate Director, Chartered Financial Planner and Fellow of the Personal Finance Society |
![]() Rebecca Dawkins
Associate Financial Planner |
![]() James Doughty
Assistant Financial Planner |
![]() Julia Duddy
PA to the Senior Partner |
![]() Kishan Gangadia
Associate Director, Chartered Financial Analyst |
![]() Elizabeth Garrett
Assistant, Client Operations |
![]() Chris Gaskell
Associate Financial Planner |
![]() Oliver Griffiths
Assistant Financial Planner |
![]() Dominic Groom
Assistant Financial Planner |
![]() Tom Harmer
Assistant Financial Planner |
![]() Oli Hatfield
Assistant Financial Planner |
![]() Lauren Helmore
Associate, Client Services |
![]() Ramola Lasrado
Assistant, Client Operations |
![]() Wonsang Lee
Associate Financial Planner |
![]() Wallace Lo
Associate Director, Operations |
![]() Ben Long
Associate, Finance |
![]() Michael Markham
Assistant, Client Operations |
![]() Sam Marshall
Assistant Financial Planner |
Annabeth McDowell
Assistant, Compliance |
![]() Ruth McGaffin
Associate Director, Chartered Financial Planner |
![]() Hector Millar
Senior Associate Financial Planner |
![]() Freddie Neden
Assistant Financial Planner |
![]() Leonora Newell
Receptionist |
![]() Steve Norburne
Director, Chartered Financial Planner and Fellow of the Personal Finance Society |
![]() Benedict Owens
Associate Financial Planner |
![]() Thomas Powell
Associate, Operations |
![]() Jonny Rusbridge
Senior Associate, Chartered Financial Analyst |
![]() Rose Ryder
Assistant, Client Operations |
![]() Horatio Shirley
Senior Associate, Chartered Financial Planner |
![]() Ed Springett
Assistant Financial Planner |
![]() Jake Sugarman
Associate Financial Planner |
Sanisha Sujit
Client Service Associate |
![]() Chris Thomas
Assistant Financial Planner |
![]() Paco Tijdink
Associate Financial Planner |
![]() Joel Turner
Associate Financial Planner |
![]() Claire Wilkes
Associate, Client Operations |
![]() Alice Winter
People and Talent Associate |