Dan Alder
Financial Planner
James Ballinger
Associate Director
John Bawden
Chartered Financial Planner
Emma Bennie
Head of Discretionary
Andrew Birt
Head of Research
Robin Blackledge
Chartered Financial Planner
Dean Buckley
Non Executive Director
Dan Burrows
Chartered Financial Planner
Geoffrey Challinor
Investment Analyst
Nicola Chart
Associate Director
Joyce Chaytor
HR & Recruitment Manager
Oliver Cheng
Associate Director
Matt Chick
Associate Director
Chris Coomber
Chartered Financial Planner
Philip Courtenay
Head of Marketing Strategy
Cyrus Dailami
Financial Planner
Premal Dattani
Chartered Financial Planner
Amanda Davidson
Non Executive Director
Jonathan Davis
Independent Investment Consultant
Guy Diprose
Practice and Technical Manager
Yemisi Duroshola
Chartered Financial Planner
Mark Everitt
Associate Director
Nick Field
Chartered Financial Planner
Max Folland
Chartered Financial Planner
Georgina Fry
Financial Planner
Tim Fuller
Associate Director
Arthur Gant
Chartered Financial Planner
Caolan Gardner
Chartered Financial Planner
Tom Gerrard
Chartered Financial Planner
Rosie Gibbs
Financial Planner
Tania Gingell
Associate Director
Rick Greiller
Chartered Financial Planner
Jonathan Hagger
Independent Investment Consultant
Chris Harris
Associate Director
Emma Hepburn
Investment Performance Analyst
Josh Herson
Portfolio Manager
John Hill
Chartered Financial Planner
Gary Horn
Chartered Financial Planner
Minal Jivraj
Investment Analyst
Charlotte Kennedy
Chartered Financial Planner
Chris Kennedy
Associate Director
Rachel Kerr
Head of Change
Howard Knights
Chartered Financial Planner
Faye Llewellyn
Head of HR
Dan Mackenzie
Chartered Financial Planner
Simon Maydon
Associate Director
George McGairl
Chartered Financial Planner
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
Robin Phipps
Non Executive Chairman
Ashley Pontiggia
Chartered Financial Planner
Sean Regan
Chartered Financial Planner
Duncan Ross
Chief Operating Officer
Nick Rosser
Head of Information Technology
Charlie Sage
Associate Director
Chris Sanderson
Financial Planner
Chris Sexton
Investment Director
Anna Sharp
Chartered Financial Planner
Joe Smith
Investment Analyst
Mandy Sohal
Executive Assistant to Chief Executive Officer
Dan Stark
Chartered Financial Planner
James Strange
Senior Portfolio Manager
Patrick Tate
Investment Analyst
Swaati Taylor
Chartered Financial Planner
Duncan Veitch
Chartered Financial Planner
Tom Walklate
Chartered Financial Planner
Francesca Watson
Chartered Financial Planner
Ben Williams
Investment Manager
Ed Wood
Chartered Financial Planner
