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 |