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.
MARK JOHNSTON
Director of Private Client Operations
STEVE NORBURNE
Investment Operations Manager
ALISDAIR BLACKBOURN
Senior Financial Adviser
PETER CROSS
Senior Financial Adviser and Fellow of the Personal Finance Society
HANNAH CROSBY
Senior Financial Adviser
RUTH MCGAFFIN
Senior Financial Adviser
JONNY RUSBRIDGE
Head of Investment Research
CHARLIE ADAMS
Associate
SAM BAKER
Client Operations Adviser
ANDREW CAMPBELL
Assistant Associate
LISA CANNADINE
Client Operations Adviser
ALEX CHRISTAKOU
Software Developer
ADAM COOPER
Assistant Associate
PADRAIG DUNNE
Assistant Associate
NIELS EMMERSON
Senior Associate, Fellow of the Personal Finance Society
CHRIS GASKELL
Senior Associate, Chartered Financial Planner
GEORGE GREEN
Senior Associate, Chartered Financial Planner
CLAIRE WILKES
Client Operations Adviser
DOMINIC GROOM
Senior Associate
OLI HATFIELD
Senior Associate
LAUREN HELMORE
Investment Operations Associate
THOMAS HODSON
Assistant Associate
JOE HUDSON
Assistant Associate
SURAJ KUMAR
Investment Operations Associate
THOMAS LAMBOURNE
Assistant Associate
RAMOLA LASRADO
Client Operations Adviser
MICHAEL MARKHAM
Associate
BEN LONG
Management Accountant
LORENZO MACHADO
Associate
ANNABETH MCDOWELL
Compliance Associate
WONSANG LEE
Senior Associate, Chartered Financial Planner
SAM MARSHALL
Associate
JONAH PEPPIATT
Associate
LEONORA NEWELL
Office Manager
WILL PASSMORE
Associate
ROSE RYDER
Client Operations Adviser
CHLOE RAY
Client Operations Adviser
AMY ROCK
HR Adviser
ED SPRINGETT
Senior Associate
SHRUTHI SABARIRAJAN
Client Operations Adviser
ANDREW SAYERS
Client Operations Adviser
PACO TIJDINK
Senior Associate, Chartered Financial Planner
DANIEL STEWART
Head of Private Client Business Transformation
SANISHA SUJIT
Investment Operations Associate