Meet the team

Partner, Financial Planning
MSc, CFA, ACSI

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

Chief Client Officer
Chartered FCSI, CeLTCI

Assistant Financial Planner
BSc (Hons)

Chief Compliance & Risk Officer
BA (Hons), Chartered MSCI, DipPFS

Client Support Assistant
BSc (Hons)

Partner, Head of Client Portfolio Services
MA (Hons), MSc, CFA, MCSI, ASIP

Chief Information Officer & MLRO
BSc (Hons), Chartered FCSI, MSc (Distinction)

Management Accountant
BSc (Hons)

Partner, Head of Financial Planning
BSc (Hons), DipPFS