Meet the team

Systems & Reporting 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

Financial Planner
BA (Hons), DipPFS

Milena Hubble

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

Marketing Assistant
MSc

Olivia Shields

Partner, Client Advice
MSc, CFA, ACSI

Pooja Shah