Meet the team

Client Billing Manager
Financial Planning Certificate (FPC)

Business Support Assistant

Investment Analyst
BSc (Hons), MSc, IMC

Partner, Client Management
Chartered MCSI, ASIP

Graphic Design Specialist
BA (Hons)

Portfolio Implementation Manager
BSc (Hons), IMC, ACSI

Partner, Investment Management
BSc (Hons), IMC, Chartered MCSI, CFA

Investment Analyst
MA (Hons), MBA, Chartered MCSI

Management Accountant
MAAT – Association of Accounting Technician

Manager, Client Management

Systems & Reporting Assistant

Chief of Staff & Director, Piccadilly Trustee Limited
Chartered FCIPD, ACSI