Lee Bailey
Financial Planning Director
John Bawden
Associate Director
Emma Bennie
Head of DMS and Chair of the Investment Committee
Andrew Birt
Investment Director
Olly Cheng
Associate Director, TEP
Matt Chick
Associate Director
Chris Coomber
Associate Director
Premal Dattani
Chartered Financial Planner
Yemisi Duroshola
Associate Director
Nick Field
Associate Director
Max Folland
Associate Director
Tim Fuller
Client Relationship Director
Arthur Gant
Chartered Financial Planner
Caolan Gardner
Associate Director
Tom Gerrard
Associate Director
Tania Gingell
Associate Director
Chris Harris
Associate Director
Chris Kennedy
Associate Director - Head of Advisory
Charlotte Kennedy
Chartered Financial Planner
Faye Llewellyn
HR Director
Jennifer Mathias
Board Director
Simon Maydon
Associate Director
Joshua McCarthy
Senior Portfolio Manager
Jonathan Millar
Jonathan Millar - Head of Transformation
Chris Noble
Client Relationship Director
Tony Overy
Chief Executive Officer
James Payne
Chartered Financial Planner
Kirsten Pettigrew
Chartered Financial Planner
Alex Race
Chartered Financial Planner
Nick Rich
Chartered Financial Planner
Joe Ridgley
Chartered Financial Planner
Gregory Roles
Assistant Investment Analyst
Duncan Ross
Chief Operating Officer
Nick Rosser
Head of Information Technology
Charlie Sage
Associate Director
Chris Sanderson
Chartered Financial Planner
Tom Smart
Chartered Financial Planner
Matt Smith
Chartered Financial Planner
Mandy Sohal
Senior Leadership Team Co-ordinator
Dan Stark
Associate Director
Paul Stockton
Board Director
Jessica Templeton-King
Portfolio Manager
Duncan Veitch
Chartered Financial Planner
Tom Walklate
Associate Director
Ben Williams
Head of Fund Research
Leanne Wong
Chartered Financial Planner
Matt Wood
Chartered Financial Planner
Ed Wood
Chartered Financial Planner
Alex Wren
Financial Planner
