Meet the team

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

Partner, Client Advice
MSc, CFA, ACSI

Deputy Head of Finance
ACCA, ACSI

Partner, ACD Operations
BA (Hons)

Risk & Compliance Manager
BBS, LCOI, CFCPP, CDPO, Chartered MCSI

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

Head of Risk & Compliance
Chartered MCSI, DipPFS

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

Head of Client Services & IT
BSc (Hons), Chartered FCSI, MSc (Distinction)

Management Accountant
BSc (Hons)

Marketing Specialist
BA (Hons)

Partner, Client Advice
BSc (Hons), DipPFS