Meet the team

Assistant Financial Planner
BSc (Hons), ACSI, DipPFS

Lucy Conboy

Client Services Manager

Mandy White

Partner, Head of Investment Management
MChem (Hons), Chartered MCSI, CFA

Mark Elliott

Partner, Head of Client Management
Chartered Financial Planner, BA (Hons), APFS

Matt Ralph

Client Adviser
CFP™, MCSI

Michael Owens

Risk & Compliance Manager
DipPFS, CertPFS (securities)

Michael Richardson

Assistant Client Manager
BA (Hons)

Mundia Oluda

Marketing Manager
MSc, Chartered MCIM

Nathan Cameron

IT Manager

Nyle Yates

Partner, Client Advice
B(Soc)Sci in Social Policy, Chartered Financial Planner

Olivia Bowen

Partner, Client Advice
MSc, CFA, ACSI

Pooja Shah

Risk & Compliance Manager
BBS, LCOI, CFCPP, CDPO, Chartered MCSI

Rioghna Gannon