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
Director, Chartered Financial Planner and Fellow of the Personal Finance Society
HANNAH CROSBY
Director, Chartered Financial Planner
ALISDAIR BLACKBOURN
Director, Chartered Financial Planner
RUTH MCGAFFIN
Director, Chartered Financial Planner
JONNY RUSBRIDGE
Director, Chartered Financial Analyst
CHARLIE ADAMS
Associate, Financial Planner
ISABELLE BACH
Assistant, Financial Planner
SAM BAKER
Assistant, Client Operations
THOMAS BIBBY
Assistant, Operations
SOPHIE BOYCE
Executive Assistant
ANDREW CAMPBELL
Assistant Financial Planner
LISA CANNADINE
Associate, Client Operations
ALEX CHRISTAKOU
Associate, Software Engineering
ADAM COOPER
Assistant Financial Planner
PADRAIG DUNNE
Assistant Financial Planner
NIELS EMMERSON
Senior Associate, Chartered Financial Planner
CHRIS GASKELL
Senior Associate, Chartered Financial Planner
GEORGE GREEN
Associate, Chartered Financial Planner
DOMINIC GROOM
Senior Associate, Financial Planner
OLI HATFIELD
Senior Associate, Financial Planner
LAUREN HELMORE
Associate, Client Services
THOMAS HODSON
Assistant Financial Planner
JOE HUDSON
Assistant Financial Planner
KATIE KELMAN
Assistant Financial Planner
SURAJ KUMAR
Associate, Client Services
THOMAS LAMBOURNE
Assistant Financial Planner
ADAM LANDA
Associate Financial Planner
RAMOLA LASRADO
Associate, Client Operations
GUY LAWSON-JOHNS
Client Portfolio Analyst
BEN LONG
Senior Associate, Finance
LORENZO MACHADO
Associate, Financial Planner
MICHAEL MARKHAM
Associate Financial Planner
WONSANG LEE
Senior Associate, Chartered Financial Planner
SAM MARSHALL
Associate Financial Planner
ANNABETH MCDOWELL
Associate, Compliance
FREDDIE NEDEN
Associate Financial Planner
LEONORA NEWELL
Office Manager
WILL PASSMORE
Assistant Financial Planner
JONAH PEPPIATT
Assistant Financial Planner
CHLOE RAY
Associate, Client Operations
AMY ROCK
Associate, HR
ROSE RYDER
Associate, Client Operations
SHRUTHI SABARIRAJAN
Assistant, Client Operations
ANDREW SAYERS
Assistant, Client Operations
ED SPRINGETT
Senior Associate, Financial Planner
DANIEL STEWART
Business Development Director
SANISHA SUJIT
Associate, Client Services
PACO TIJDINK
Senior Associate, Chartered Financial Planner
JOEL TURNER
Senior Associate, Chartered Financial Planner
CLAIRE WILKES
Associate, Client Operations