James Ballinger
Associate Director
Dame Kate Barker
Independent Consultant
John Bawden
Chartered Financial Planner
Emma Bennie
Head of Discretionary
Andrew Birt
Investment Director
Robin Blackledge
Chartered Financial Planner
Daniel Burrows
Chartered Financial Planner
Nicola Chart
Associate Director
Joyce Chaytor
HR & Recruitment Manager
Joe Checkley
Chartered Financial Planner
Olly Cheng
Associate Director, TEP
Matt Chick
Associate Director
Chris Coomber
Chartered Financial Planner
Cyrus Dailami
Financial Planner
Premal Dattani
Chartered Financial Planner
Amanda Davidson
Non Executive Director
Jonathan Davis
Independent Investment Consultant
Yemisi Duroshola
Chartered Financial Planner
Mark Everitt
Associate Director
Nick Field
Chartered Financial Planner
Max Folland
Associate Director
Georgina Fry
Chartered Financial Planner
Tim Fuller
Associate Director
Arthur Gant
Chartered Financial Planner
Caolan Gardner
Chartered Financial Planner
Tom Gerrard
Chartered Financial Planner
Rosie Gibbs
Chartered Financial Planner
Tania Gingell
Associate Director
Rick Greiller
Chartered Financial Planner
Lee Harman
Chartered Financial Planner
Chris Harris
Associate Director
John Hill
Chartered Financial Planner
Gary Horn
Chartered Financial Planner
Simon Jackson
Finance Director
Minal Jivraj
Investment Analyst
Charlotte Kennedy
Chartered Financial Planner
Chris Kennedy
Associate Director
Rachel Kerr
Head of Change
Faye Llewellyn
Head of HR
Dan Mackenzie
Chartered Financial Planner
Patrick Martin
Marketing Communications Manager
Simon Maydon
Associate Director
Joshua McCarthy
Portfolio Manager
Jonathan Millar
Associate Director
Rob Nieves
Risk & Compliance Director
Chris Noble
Associate Director
Chris O’Connor
Chartered Financial Planner
Daniel O’Sullivan
Assistant Portfolio Manager
Tony Overy
Chief Executive Officer
Nick Owens
Chartered Financial Planner
Kirsten Pettigrew
Chartered Financial Planner
Ashley Pontiggia
Chartered Financial Planner
Bogdan Pop
Investment Analyst
Sean Regan
Chartered Financial Planner
Gregory Roles
Trainee Investment Analyst
Duncan Ross
Chief Operating Officer
Nick Rosser
Head of Information Technology
Charlie Sage
Associate Director
Chris Sanderson
Chartered Financial Planner
Anna Sharp
Chartered Financial Planner
Mandy Sohal
Executive Assistant to Chief Executive Officer
Dan Stark
Chartered Financial Planner
Jack Straw
Independent Consultant
Patrick Tate
Investment Analyst
Swaati Taylor
Chartered Financial Planner
Jessica Templeton-King
Assistant Portfolio Manager
Duncan Veitch
Chartered Financial Planner
Tom Walklate
Chartered Financial Planner
Francesca Watson
Chartered Financial Planner
Ben Williams
Investment Manager
Ed Wood
Chartered Financial Planner
Matt Wood
Chartered Financial Planner
