Meet the team

Partner, Head of Client Engagement and Advice
BA (Hons), DipFA, CeLTCI, Chartered FCSI

Rupert Lovesy

Assistant Client Manager
BSc (Hons)

Sarah Daly

Head of Risk & Compliance
Chartered MCSI, DipPFS

Sarah Hanlon

Client Support Assistant
BSc (Hons)

Sef Hussain

Partner, Client Management
MA (Hons), MSc, CFA, MCSI, ASIP

Simon Holman

Head of Business Systems & Reporting
BSc (Hons), Chartered FCSI, MSc (Distinction)

Summayya Mosam

Management Accountant
BSc (Hons)

Tamsin Wood

Partner, Client Advice
BSc (Hons), DipPFS

Thomas McCoy

Assistant Client Manager

Vanessa Mangueira

Partner, Client Management
Chartered FCSI

William Thomson