Meet the team

Stewardship Assistant
BSc (Hons)

Ffion Spencer

Financial Controller
FCMA

Gemma Wheatley

Partner, Financial Planning
Chartered ALIBF, Adv DipFA, ACSI

Helen Tandy

Chief Stewardship Officer
BA (Hons), MA, IMC

Ita McMahon

Investment Manager
MSc, MBA

James Buckley

Assistant Client Manager
BA (Hons), ACSI

Joe Kelly

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

John Eckersley

Assistant Client Manager

Joshua Lovessun

Assistant Client Manager
BSc (Hons)

Julie McLoughlin

Portfolio Implementation Specialist
MA (Hons)

Kamen Downham

Systems & Reporting Assistant

Karen Brown

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

Kathryn Holland