Meet the team

Assistant Financial Planner
BSc (Hons), ACSI, DipPFS

Client Services Manager

Partner, Head of Investment Management
MChem (Hons), Chartered MCSI, CFA

Partner, Head of Client Management
Chartered Financial Planner, BA (Hons), APFS

Client Adviser
CFP™, MCSI

Risk & Compliance Manager
DipPFS, CertPFS (securities)

Assistant Client Manager
BA (Hons)

Marketing Manager
MSc, Chartered MCIM

IT Manager

Partner, Client Advice
B(Soc)Sci in Social Policy, Chartered Financial Planner

Partner, Client Advice
MSc, CFA, ACSI

Risk & Compliance Manager
BBS, LCI, CFCP, CDPO, Chartered MCSI