Meet the team

Client Billing Manager
Financial Planning Certificate (FPC)

Amanda Blan

Executive, ACD Operations
BSc (Hons), MSc

Andrea Morandin

Business Support Assistant

Anita Mistry

Assistant Investment Analyst
BSc (Hons), MSc, IMC

Barney Timson

Assistant Company Secretary
BA (Hons), BSc (Hons), Chartered ALFBF, LIBF, DipFA, CeMap

Catherine Hughes

Graphic Design Specialist
BA (Hons)

Catherine Player

Client Services Specialist
BSc (Hons), PGCE

Charlie Spencer

Portfolio Implementation Manager
IMC

Daniel Lonsdale

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

David Elton

Investment Analyst
MA (Hons), MBA, Chartered MCSI

David Gorman

Management Accountant
MAAT – Association of Accounting Technician

Deborah Warrender

Manager, Client Management

Efua Uke