Meet the team

Stewardship Assistant
BSc (Hons)

Financial Controller
FCMA

Partner, Financial Planning
Chartered ALIBF, Adv DipFA, ACSI

Chief Stewardship Officer
BA (Hons), MA, IMC

Investment Manager
MSc, MBA

Assistant Client Manager
BA (Hons), ACSI

Chair
BA (Hons), MBA, Chartered FCSI, Chartered Wealth Manager

Assistant Client Manager
BSc (Hons)

Portfolio Implementation Specialist
MA (Hons)

Systems & Reporting Assistant

Chief Financial Officer & Company Secretary
BA (Hons), FCA

Client Support Specialist
B Com